How to Notify Case Owner on Jira Issue Transitions using zAgileConnect

Summary

This document provides a simple example of how a Salesforce Flow may be used to notify the Case Owner via email on updates to the Issue Status received from Jira.

Background

When an Issue Status is changed in Jira as a result of a workflow transition, the updated Status is sent to Salesforce to the ZIssue_c custom object provided with the zAgileConnect package.  (Note: This assumes that the Issue Status field is shared with Salesforce).  This Status update to ZIssue_c object can be used in a Flow to notify the Case owner.

Solution

To begin, we create a Flow that is executed on ZIssue__c update, retrieves all Cases related to that Issue, and performs an update on each of those Cases.

1. Create a new Record-Triggered Flow for after ZIssue update event that executes only when Status changes.

   

   

   

2. Add a Get Records element to retrieve relationships from the junction object ZIssue_Case

   

3. Add a Loop element to iterate over each relationship (the result of the previous Get Records element)

   

4. Add an Assignment element and create a new text collection resource to capture email addresses

   

   

5. Collect the Case owner email for each iteration into the resource created in the previous step, use the value: {!For_each_relationship.zsfjira__CaseId__r.Owner:User.Email}

   

6. Add a Send Email element and set the fields as below (note you can use formula fields or text templates to provide rich email body, the example below only sets a simple body)

   

7. Save and Activate the Flow