With the project sync you can sync Jira issues with projects so that the issue carries certain attributes of your project. The idea is to have issues that represent Jira projects and therefore can be used to manage the projects (for example in boards)In the domain of asset management, one of the valuable solutions our app offers is the ability to treat Jira projects as assets. Let's consider a real-world scenario to grasp its importance.
Imagine a product company with numerous products at varying stages of development. Each of these products is managed through dedicated Jira projects. However, the company faces the challenge of gaining a comprehensive overview of all its products and understanding their current status, such as each product's specific development stage.
This is where our Project Sync feature comes into play. It empowers you to create corresponding issues for each Jira project. With the right configuration, these projects can be effectively managed on the Kanban board or used in generating essential reports.
Create Project Synchronizers
Navigate to the app administration → Synchronizers → Project Sync:
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Now, you have to must define from what source to what target you want to synchronize. After performing the sync, there will be automatically created 1 new issue per project in selected Source Project Category. Per project category you can create 1 synchronizer, so that you would need to create synchronizers for all project categories in case you would like to sync all your projects.
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Source Project Category: For every project category, you can create one synchronizer. After syncing for each project in the selected project category will be created , 1 issue in the target project will be created.
Target Project: Issues created by the sync will be created in the defined target project.
Target Type: New Newly created issues will have the issue type defined as target.
Project Key Field: This field will be filled with the project key of the source project. You can only choose single-line text fields here.
Project Category: This field will be prefilled with the project category of the source project. You can only choose single line text select fields here.
Project Lead Field: This field will be prefilled with the project lead of the source project. You can only choose single line text user picker fields here.
User Account for Synchronization: Choose the user that should perform the synchronization. The user needs to have permissions for the projects in the selected category, otherwise an error will occur.
☝️ The fields project key, project lead and project category must be placed in the view screen of the target project, otherwise they will not be filled with values from the source project.
When you edit the summary of the issue that represents a project the name of the connected project will change accordingly.
When a project is deleted the associated issue will be updated with the label ‘project_deleted’.
When a project is archived the associated issue will be updated with the label ‘project_archived’.