Originally asked by Stéphane Thillay on 30 June 2023 (original question)
We are in a Salesforce-to-Jira connection, Salesforce Cases must sometimes be escalated to upper support level teams on Jira.
Before escalation, Agent on Salesforce must specify which Project/Type/Squad is targeted on Jira. Then an Exalate trigger starts the synchronisation that will create an issue and sync back some details to Salesforce (like the Jira key, status, sprint, …).
We want to extend our process to allow connecting a Case to an existing Jira Issue. Here, Salesforce doesn’t have to provide Project/Type/Squad values as the issue already exist.
On Salesforce Case page, we include the Exalate component that embeds an “Exalate” and “Connect” button. The “Exalate” button is unwanted as it doesn’t go through the process of asking for the Project/Type/Squad fields. Only the “Connect” button is used.
How to be sure the “Exalate” button does nothing?
We already try putting some conditions on top of the Salesforce outgoing script so it return ASAP if the mandatory field are not populated. However, that also impacts the “Connect” button, that does nothing too.
Is there a way to distinguish, at script level, if it is either an “Exalate” or a “Connect” operation ongoing? So we can let the connection continue, even if the mandatory fields are missing. Remeber: the fields are mandatory for Issue creation only, no for connecting a Case to an existing Issue.
Regards,
Stéphane