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AMP for JIRA: Configuring the Organization Integration

Overview

Before AMP for JIRA can be used by organization members, the connection to JIRA must be created, and the forms for creation of JIRA tickets must be configured for the AMP organization. Organizations can use their existing JIRA form configurations to allow AMP users to create tickets in JIRA projects. AMP users who have the appropriate credentials in JIRA, and who have entered those credentials in their AMP profile, will be able to create tickets in the JIRA projects enabled by the AMP organization administrator. 

Accessing the JIRA Integration Configuration

Only AMP Organization Administrators have access to the "Create JIRA Integration" area of AMP. To access this area, first select the Administration tab for the organization. Then, select the Create JIRA Integration link in the Organization Administration menu. 

Note that the organization admin must also have admin privileges in JIRA in order to configure the forms for ticket creation within AMP.

Configuring the JIRA Integration

  1. In the Create JIRA Integration area, select the Create JIRA Integration button to launch the JIRA Integration wizard.

  2. When the wizard is launched, the organization administrator must first establish the connection between AMP and JIRA. This will require the admin to enter their JIRA credentials. Note that the administrator must also have the appropriate permissions in JIRA to access form configurations. 
    1. JIRA Site Address: Enter the URL for the JIRA instance. For example, https://acme.atlassian.net
    2. JIRA Username and JIRA Password: Enter the username and password for admin user for the JIRA instance. 
    3. Validate: Select the Validate button to validate the connection. If the connection cannot be made, check the site address and login credentials for accuracy and try again.
  3. Select the Next button to continue on to the next step -- selecting the JIRA projects and issue types that can be used within AMP. 
  4. Selecting JIRA projects and issue types
    1. On screen 2 of the wizard, all JIRA projects accessible to the admin user entered on screen 1 of the wizard will be displayed. Select one or more JIRA projects in which AMP users can create tickets from the AMP organization. 
    2. Select Next to continue on to issue type selection. 
    3. On screen 3 of the wizard, the user can select the issue types that users can use to create JIRA tickets from AMP. Typically, issue types such as "defect" or "bug" would be selected for use, as accessibility issues are generally considered to be defects. Note that each project will be displayed in collapsed form on this screen. Expand each project to view the available issue types for the project and select those that can be used in AMP.

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    4. Select the Next button to continue on to form configuration for each of the selected issue types. 
  5. Form configuration: On the final screen of the wizard, all of the selected issue types across all projects will be displayed in a collapsed box. Expand each box to configure the form for creation of issues for each issue type. For each JIRA form field, configure the following: 
    1. Include:  If the field should be included in the AMP "Create JIRA Ticket" form, select the Include checkbox. Note that all fields that are required in JIRA will be marked as required in this grid. It is best practice to include these fields in the AMP form, as well, to ensure successful creation of JIRA tickets from AMP. 
    2. AMP Field Mapping: When users create JIRA tickets from AMP, the fields in the "Create JIRA Ticket" form can be automatically populated with AMP data. To make this happen, select the AMP field that should be mapped to the JIRA field using this menu. The data from the select AMP field will automatically populate the JIRA field when creating JIRA tickets from AMP. Note that if AMP multiple fields are mapping to a single JIRA field, the data from those fields will be concatenated with a line break between each field's data and inserted in the JIRA field.

 

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