Validation Tab

Published Date: 02-09-2024

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You can add validation rules by specifying required fields, which are to be filled on the parent record (case for example) before a user can create a Jira issue. An error notification will appear if the validation rule is met. Follow these steps to create a validation rule:

Step 1: From the Admin Settings page, click on the ‘Validation’ sub-tab.

Step 2: Click on the Add New Validation button as shown below.

Step 3: A new screen will appear asking for the details as shown in the screenshot below.

  1. Serial No:- Give priority to the validation rule by providing a serial no. If you have multiple validation rules, serial numbers can help you arrange the order of the execution.
  2. Active:- Mark the rule status as Active or Inactive.
  3. Description:- Add a description for the validation rule for better clarity.
  4. Project:- This gives you an option to select a specific project for which the rule will apply or select ALL if you want to run it for all the projects.
  5. Object:- Choose the Parent Object of Jira for which you want to set up this rule.

Step 4: Once you have selected all the required options on this screen, further options will be available as in the screenshot below.

  1. Criteria: Option to execute the criteria on
    • Create: While creating a new Jira ticket from Salesforce
    • Clone: While Cloning an existing Jira ticket from Salesforce
    • Link: While linking an existing Jira ticket from Salesforce
    • Subtask: While trying to create a new subtask on existing Jira ticket from Salesforce
  2. Formula: Option to add one or more conditions/formulas according to field names, operator and value, etc.
  3. Filter Logic: Decide the logic behavior using OR/AND. For example, if you want to run 1 or 2 or 3 OR 1 and 2 or 3, etc. (This follows the same formula structure as in Salesforce).
  4. Error Message: Add the Error Message that will appear to the users if the above-mentioned logic results are True. The user won't be able to create a Jira ticket.

As shown in the above example we have set up a rule where either Contact Phone or Email is blank, a Case won't be created and an error message will appear which can be customized as per convenience.

Step 5: Once done, click Save.

A success message will appear and the newly created rule will appear in the validation rule list as shown below.

Note: If any change needs to be made to any of the existing validation rules, you can do so by simply clicking on the Pen icon or if a rule needs to be deleted you can simply click on the Bin icon.