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Sync Workitems Based on Teams

With Agility Connect, you can create mappings to sync workitems created or updated:

  • by specific teams in Agility with specific teams in Jira
  • by specific teams in Agility with specific projects in Jira
  • in Agility projects (or subprojects) with teams in Jira

Sync Workitems Created or Updated by Specific Teams in Agility with Teams in Jira

Objective: You have an Agility project with multiple teams and a Jira project with multiple teams. Create a mapping to sync workitems created by specific teams in Agility with specifc teams in Jira. 

  1. Set out to create a new map as discussed earlier.
  2. Select the Agility and Jira systems, projects, and asset types as usual and click Next.

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  1. Map (or Auto Map) the fields you want to sync and in doing so map the team field in Agility with the team field in Jira. 

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  1. Click the Show Mapping link.
  2. Click Add Value.
  3. Select the Agility and Jira teams you want to map from the drop-down lists.
  4. Repeat steps 4 and 5 to map as many teams as you want. 

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  1. Proceed with the rest of the mapping process as discussed earlier.

You have now created a mapping that syncs workitems created or updated by specific teams in Agility and Jira. 

Sync Workitems Created or Updated in an Agility Project (or subproject) with Teams in a Jira Project

Objective: You have a handful of Agility projects (or subprojects) and a Jira project with multiple teams. Create a mapping to sync workitems created in Agility projects with specific teams in the Jira project.

  1. Set out to create a new map as discussed earlier.
  2. Select the Agility and Jira systems, projects, and asset types as usual and click Next

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  1. Map (or Auto Map) the fields you want to sync and in doing so map the Planning Level field in Agility to the team field in Jira. 

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  1. Click the Show Mapping link.
  2. Click Add Value.
  3. Select the Agility project and the Jira team you want to map from the drop-down lists. 
  4. Repeat steps 4 and 5 to map as many mappings as you want between the Agility projects and Jira teams. 

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  1. Proceed with the rest of the mapping process as discussed earlier.

You now have a mapping that syncs workitems created or updated by specific teams in Jira with specific projects in Agility and vice versa. 

Sync Workitems Created or Updated by Specific Teams in Agility with Projects in Jira

Objective: You have an Agility project (with multiple teams) and a handful of Jira projects. Create a mapping to sync workitems created by specific teams in the Agility project with the Jira projects.

  1. Set out to create a new map as discussed earlier.
  2. Select the Agility and Jira systems, projects, and asset types as usual and click Next

    However, create a project mapping wherein there is a one-many relationship between the Agility project and Jira projects. In other words, use the Add Project button to map a single Agility project (with teams) to multiple Jira projects. 

    In this scenario, you would typically want to map multiple Jira projects (meant for individual teams in the Agility project) with multiple teams in the Agility project. 

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  1. Map (or Auto Map) the fields you want to sync and in doing so map the team field in Agility with the Project (mandatory) field in Jira. 

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  1. Click the Show Mapping link.
  2. Click Add Value.
  3. Select the Agility team and the Jira project you want to map from the drop-down lists. 
  4. Repeat steps 4 and 5 to map as many mappings as you want between the Agility teams and Jira projects. 

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    If you are syncing bi-directionally and when you have one or more teams in Agility that are not mapped to projects in Jira, you must map one of the unmapped teams to "No Project". This is to prevent duplicate syncing of workitems created  in Jira with the teams in Agility. 

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  1. Proceed with the rest of the mapping process as discussed earlier.

You now have a mapping that syncs work items created or updated by specific teams in Agility with specific projects in Jira and vice versa.