I want to limit the connection options when Exalate

General Questions
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1

Originally asked by Ryoma Hagio on 17 December 2020 (original question)

I implement and operate multiple Exalates setting in multiple boards(such as A-B, A-C, B-C).

Therefore, when user executing Exalate, it is necessary to choose from multiple settings, and it is often choose the wrong setting.
As an example, the Exalate setting between B and C is applied to the ticket created in A.

To solve the above problem, is there a way to limit the list of tickets to Exalate?

For example, when there is a board called A, it would be helpful if only the Exalate between A and another board could be displayed(only A-B, A-C).

Thank you.

2

Answer by Francis Martens (Exalate) on 17 December 2020

One way to solve this, is (based on a scripted connection) as follows

  • Add a custom field - select list - ‘Target Project’
  • Add a connection which selects in the incoming sync the corresponding project (as set in the custom field)
  • Add a trigger which executes an exalate whenever the target project is set
  • Setup a transition allowing the user to select the right target
  • Disable the exalate operation (in general settings)

Would this help

Comments:

Ryoma Hagio commented on 17 December 2020

Thank you for the quick response.
Can I ask the following two suggestions in detail?

  • Add a custom field - select list - ‘Target Project’
    • What kind of operation is possible by adding ‘Target Project’? At what point can I prevent Exalate mistakes?
  • Setup a transition allowing the user to select the right target
    • What kind of operation is possible by setup a transition? At what point can I prevent Exalate mistakes?
Ryoma Hagio commented on 18 December 2020

Also, as an additional question, is it possible to control Exalate choices for each Assingnee?
In other words, is it possible to limit the options of Exalate such that Assingnee_1 is between A-B boards and Assingnee_2 is between B-C boards?

Francis Martens (Exalate) commented on 18 December 2020

The challenge is that you configure your Jira to collect the information (by manipulating the settings), and then to use that information to steer the synchronisation.

If you are in doubt on how to configure Jira - check if your Jira administrator can give you a hand. Also - fyi- we have over 80 exalate partners who can provide these professional services. Check the partner page here