History Tracking

Jira Issue History Tracking

Jira has an inbuilt feature to track history of a Jira Issue in a timeline manner. This majorly contains - status changes, field updates, adding attachments, and more. This can be visible under the Jira History Tab on the Jira Issue page.

With Sinergify's you can leverage the History Tracking feature of Jira inside Salesforce to see an audit trail of changes w.r.t to each ticket. For example your Support team can easily track who changed the Status and when the change happened. etc.

Configure History Tracking in Salesforce

Step 1: Login to your Salesforce instance as an Admin user.

Step 2: Access the application ‘Sinergify’ via App Launcher (9 dots) and open the Admin Setting Tab.

Step 3: Go to ‘Admin setting’ and Select ‘Configuration Settings’ in the left panel.

Step 4: Enable the ‘Jira History/Activity’ setting in the Configuration Settings to get the ‘History tab’ on the Jira Issue detail page.

Feature Illustration

Use case: The Support team can easily track who changed the Status when the Status was changed, using History tracking.

Step 1: Login into Jira instance/environment. Open a Jira Project followed by a Jira issue. We are using Jira Issue ‘NANO-698’ in the below image to test this functionality.

Step 2: Make an update on the Jira Issue. For e.g. We have changed the Status Value from ‘To Do’ to ‘In Progress’.

Step 3: Open your Salesforce environment.Open the Salesforce record for which the Jira is tied to. For e.g. We have mapped it with the Case#100026.

Step 4: Now, Open the Jira Related list. For e.g. We have set up the component on a new related List named ‘Jira’. Select the record ‘Nano-698’. It will open up the Jira Issue on the same page.

Step 5: On the Jira issue detail page, go to the History tab to see the detailed history. (For eg. I have changed the status to InProgress. This will also show the person who changed the status and at what time. More changes left and right scroll to view the same.