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This guide will show you how to create custom fields in Jira and how to add them to new or existing Jira projects. VERA requires two custom fields to work: VERA Sync ID and Pending Tasks. Once the fields have been initially created, they still need to be added to each VERA integrated project. Skip to the Add VERA Custom Fields to Jira Projects section if you are enabling the VERA Approval Route after the initial VERA Jira integration with Tx3. 


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

  3. Create two new custom fields: 

    Field TypeField Name
    Advanced: Text Field (read only)VERA Sync ID
    Advanced: Text Field (read only)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 > Screens
  4. Select the screens associated with the project that you want to enable the VERA custom fields on and click Update
    1. Generally, this will be the project's bug screen and the issue screen

  5. In the Actions column > Configure > 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
  7. Click the pop up to Perform a Re-Index to apply the changes
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