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Integrating RequirementONE and JIRA

Use case

Copy record (requirement, issue etc.) from RequirementONE to JIRA when a certain attribute value is set e.g. status = approved.

What we will take you through

  1. Configure Zapier to listen for a record update in RequirementONE (called a trigger).
  2. Transform the updated record data to a new “issue” record in JIRA.
  3. Add a filter to only do the transformation if a certain criteria is met.

Get Started

Step 1: Make a note of the name of the project that you want to integrate with JIRA.

Step 2: Log in to Zapier. Create an account if you don't have one.

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Step 3: Click the big orange button - Make a Zap!

(a single integration e.g. a record is updated in source system and do something in a different system)

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Step 4: Select RequirementONE as the Trigger and the event “New Record” which is called if a record is created or updated

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Step 5:Use your RequirementONE login to connect Zapier to RequirementONE and select the project you noted down earlier.

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Step 6:Do a test as requested (update a record in RequirementONE to get the event pushed as a test to the integration you are in the process of building)

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Step 7: Choose an Action in this case JIRA and the option “Create Issue”

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Step 8: Select the target project in JIRA and issue type

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Step 9: Map the fields, creating a new record in JIRA based on the record update in RequirementONE

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Tips and tricks

You can add a link back to the original record in requirement either as a hyper link as shown below or in a dedicated field supported by the target system.

In the example below we link to the full record listing and filter based on the record custom id. If you use the details page URL instead you will link to the detailed record page.

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Furthermore if you want clean some of the content for HTML tags or otherwise pre-process the data you can use the Text Formatter before pushing the update to JIRA.

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The resulting record in JIRA:

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Please note that in the above configuration all records that are updated or created in the RequirementONE project will be transferred irrespective of status. To make the transfer selective we can add a filter between step 1 and step 2 to evaluate the base record attributes:

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And when testing the new filter we can see that only records with “status = Done” will be transferred:

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That’s it – happy automating!

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