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Comment: Restructured the guide to separate out create the custom field vs adding it to new projects

This guide will show you how to create custom fields in Jira Cloud. VERA requires two custom fields to work: VERA Sync ID and Pending Tasks.

  1. Click on the Jira Settings option on the left hand side of the screen
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Once the fields have been initially created, they still need to be added to each VERA integrated project.


Step-by-Step Guide to Create VERA Custom Fields

The following steps only need to be completed once to create the VERA custom fields.

  1. Navigate to the Jira Administration Settings > Issues > Custom fields
  2. Click on the Add custom field button on the top right of the screen
    Image RemovedClick on the Advanced tab on the left and select the
  3. Create two new custom fields: 

    Field TypeField Name
    Advanced: Text Field (read only)VERA Sync ID
    Advanced: Text Field (read only)
     option and click Next
    Image RemovedFill in the Name field with VERA Sync ID and click Create
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    Pending Tasks


  4. Follow the directions starting at step #4 in the below section to complete the custom field setup for the first VERA enabled Jira project

Step-by-Step Guide to Add VERA Custom Fields to Jira Projects

The following steps must be completed for each VERA custom field (VERA Sync ID, Pending Tasks) to enable the VERA Approval Route on the Jira project. These steps must be completed again with each VERA to Jira project integration.

  1. Navigate to the Jira Administration Settings > Issues > Custom fields
  2. Locate the VERA custom field
  3. In the Actions column > SettingsScreens
  4. Select the screens associated with the project that you want to enable the VERA custom fields on and click Update
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    Repeat steps 4 to 7 to create a Pending Tasks field
    1. Generally, this will be the project's bug screen and the issue screen
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  5. In the Actions column > SettingsConfigure > Edit Configuration
  6. In the Choose Applicable Context section, select the applicable VERA project by CTRL + clicking to add it to the list and click Modify
    1. Clicking on a new project in the Projects box will deselect the other previously selected projects. Be sure you CTRL + click to add new projects to the selection
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  7. Click the pop up to Perform a Re-Index to apply the changes