How to create Service Request Automatically
Prerequisites:
- Jira Forms Named Credentials and CloudId should be added in Jira Admin Settings under the Custom Settings in Setup.
- Global User Mapping should be configured.
- Create Automation
Create Named Credential for using Jira Forms. Populate values:
- Label: any name
- URL: https://api.atlassian.com
- Identity Type: Named Principal
- Authentication Protocol: Password Authentication
- Username: Jira Username
- Password: API Token ( how create API Token https://id.atlassian.com/manage-profile/security/api-tokens)
Save Named Credential.
Add its API name to our custom settings (Jira Admin Settings) in the “Forms Named Credential” field.
Retrieve your Jira cloudId and enter it into the cloudId field in our custom settings (Jira Admin Settings).
To find Cloud ID from admin.atlassian.com please follow these steps:
– Navigate to admin.atlassian.com.
– If you’re a member of more than one, select your Organization.
– Select Products from the main navigation.
– Select the appropriate site as listed under the Sites and products sub-header in the navigation menu.
– The Cloud ID is listed after /s/ in your address bar, for example:
https://admin.atlassian.com/s/<your_cloud_id>/access-requests
To create service requests via Flow:
- Navigate to ‘Project Settings’ Jira Service Management Portals
- Choose the desired Portal.
- Choose the desired Request type.
- Click on ‘Flow Automation‘ to initiate the creation of a new Automation.
- Enter Process Name and select the Salesforce object for which you wish to configure mapping with Jira Issue.
- Click Save.
- Then click on ‘+Add‘ to include core jira fields for mapping.
- In the Form Fields Mapping section, you can map the form fields by simply clicking “gear icon” and configuring the required mappings.
- Once this is done, flow should be created and activated.
A flow for the automatic creation of Service Requests:
