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Updating Linked Items between Jira and Workfront

 

When you link Jira issues to Workfront tasks or issues, your users can update items in one application and the counterpart of that item also updates for the users working in the second application. 
For more information about linking items between Workfront and Jira, see "Linking Items between Workfront and Jira."

As you are setting up the Workfront add-on for Jira, as a Jira system administrator, you can configure certain fields from one application to synchronize with fields from linked items in the other application.
For more information about synchronizing fields between linked Jira and Workfront items, see "Configuring the Workfront Add-on for Jira."

Updating Linked Items in Workfront

If you work primarily in Workfront, you can update your work items in Workfront and their counterparts in Jira also update. This update happens through the integration of the Workfront add-on for Jira which does not require you to have a Jira license. 

On condition that your system administrator has configured the Workfront add-on for Jira to synchronize the fields between linked items, certain fields which you update in Workfront also update for the linked Jira issue. 
For more information about updating items in Workfront, see "Editing Issues" and "Editing Tasks."

The following list shows which Workfront fields synchronize with Jira fields on linked items: 

Updated Workfront Field  Synchronized Jira Field/ Update
Issue or Task Name Issue Name
A comment about the Name change is added to the Workfront tab of the Jira issue. 
Issue or Task Description Issue Description
A comment about the updated Description is added to the Workfront tab of the Jira issue. 
Uploaded Documents
NOTE Documents which are linked to Workfront items from an external server are not transferred to Jira issues. Only documents uploaded directly to Workfront items are also updated to the linked Jira issues. 
Attachments
A comment about the uploaded attachments is added to the Workfront tab of the Jira issue. 
Planned Completion Date

Due Date
A comment about the Due Date having changed is added to the Workfront tab of the Jira issue. 
NOTE You must enable Due Date for your Jira issues to be able to see this field updated in Jira. 

Custom Forms and Custom Fields Display in the Workfront right panel of the Jira issue.
Only the Custom Fields that have an actual value display in the panel. 
custom_form_in_workfront_jira_panel.png
NOTE Custom Form sections are displayed with the access level of the Workfront System Administrator. (this information is also in the Configuring the Integration article)
Issue or Task Priority Displays in the Workfront right panel of the Jira issue.
It does not update the issue Priority field in Jira. 
Log time 

A comment about the logged time is added in the Workfront tab of the Jira issue. This includes the name of the user who logs the time, as well as the user for whom the time is logged, in case they are different. No time is logged in the Work log tab in Jira. 

Comments

The comment is added to the Workfront tab of the Jira issue. It is not added to the Comments tab of the Jira issue. 

NOTE When you link two existing items manually, the comments that were added to the Workfront item before linking it to Jira do not synchronize to the Jira issue. 

 

Updating Linked Items in Jira

If you work primarily in Jira, you can update your work items in Jira and their counterparts in Workfront also update. You do not have to have a Workfront license for the Workfront items linked to your Jira issues to receive the updates you are making in Jira. 

On condition that your system administrator has configured the Workfront add-on for Jira to synchronize the fields between linked items, certain fields which you update in Jira also update for the linked Workfront item. 

The following list shows which Jira fields synchronize with Workfront fields on linked items: 

Updated Jira Field  Synchronized Workfront Field/ Update
Issue Status Issue or Task Status
For more information about statuses of items in Workfront, see "Creating and Customizing Statuses in Workfront."
Issue Assignee Issue or Task Assignee
IMPORTANT If the user assigned to the Jira issue does not exist in Workfront, the integration creates a new user in Workfront. The new user is active, but does not use a license. You can assign active users to work in Workfront. You cannot include them to updates, unless you assign them a license. 
Issue Attachments Issue or Task Documents
A comment about uploading a new document in Jira is added to the Updates tab of the Workfront issue or task. 
Due Date A comment about the change of the Due Date in Jira is added to the Updates tab of the Workfront issue or task. 
NOTE No dates change on the Workfront issue or task. 
Log time in the Workfront right panel or from the More menu on the Jira issue


Hours
A comment about logging time is added to the Updates tab of the Workfront issue or task. 

For more information about logging time on linked Jira issues, see "Logging Time from Linked Jira Issues."

Comments 

Comments are added to the Updates tab of the Workfront issue or task. 

For more information about commenting on items from linked Jira issues, see "Commenting from Linked Jira Issues."

Logging Time from Linked Jira Issues

The time that you record for a Jira item in Jira will also transfer to the linked Workfront item, regardless of where in Jira you log the time.
When you log time in Jira in the Workfront panel, the time is recorded only in Workfront. 
The time you record in Workfront does not affect the time of the linked issue in Jira. 

NOTE If the time is added to a Jira item linked to a Workfront task, the Hour Type for the time in Workfront is Task Time. If the time is added to a Jira item linked to a Workfront issue, the Hour Type for the time in Workfront is Issue Time.

A comment is added to the Workfront tab in Jira and to the Updates tab of the item in Workfront to record logging the time. 
The time is also displayed in the Hours tab of the Workfront item. 

NOTE If the user logging the time in Jira does not exist in Workfront, a new user is created in Workfront to whom the hours are going to be attributed. The new Workfront user is active, but does not have a license assigned. You can assign active users to work in Workfront. You cannot include them to updates, unless you assign them a license. 

Logging Time for Linked Jira and Workfront Items

You can log time from a Jira issue linked to a Workfront item, and the time is recorded both on the Jira issue as well as the Workfront item. 

To log time for an item in Jira and have it recorded both in Jira and Workfront:

  1. Log into Jira.
  2. Navigate to the Jira issue which is linked to the Workfront item.
  3. Expand the More menu and click Log work.
    log_time_from_More_menu_in_Jira.png
  4. In the Time Spent field, specify the amount of time spent working on this issue. You must specify the time using the following time periods:
    • Weeks (w)
    • Days (d)
    • Hours (h)
  5. Continue adding information to your time entry, including a Work Description, then click Log.
    The time is added to the Work log tab of the Jira item, as well as to the Workfront item linked to it.
    The work description of the time entry is recorded as a note on the hour entry in Workfront. 

Logging Time for Workfront Items Only, from the Linked Jira Issue

You can log time just to the linked Workfront item from the Jira issue without recording this time to the Jira issue. 

To log time from Jira to a Workfront item:

  1. Log into Jira.
  2. Navigate to a Jira issue which is linked to a Workfront item.
    The details of the Workfront item should display in the Workfront right panel of the issue.
  3. Click the Log Time icon.
    Log_time_in_Jira.png
  4. Specify the amount of Hours and Minutes you want to log for the issue.
  5. Click Log Time.
    The time is added to the Workfront item. 
    This time is not added to the Work Log tab of the Jira issue. 

 

Commenting from Linked Jira Issues

When you comment on a Jira item from the Workfront right panel in Jira, the comment is also added to the Updates tab of the linked item in Workfront. 

To comment from Jira to a Workfront item:

  1. Log into Jira.
  2. Navigate to a Jira issue which is linked to a Workfront item.
    The details of the Workfront item should display in the Workfront right panel of the issue.
  3. Click the Comments icon in the Workfront panel
    Or
    In the Comments tab.
    Jira_comments_icon.png

  4. Start typing a comment, then click Send
    The comment is added to the following:
    • The Workfront tab of the Jira issue.
    • The Comments tab of the Jira issue.
    • The Updates tab of the linked item in Workfront. 
      Jira_comment_acknowledged_in_WF.png

This article last updated on 2018-03-30 22:16:54 UTC