Using the Celonis Process Management to Atlassian

Prerequisites for the Celonis Process Management to Atlassian interface

  • The external system for the interface must be loaded on the _sysadmin area;
  • The Jira system details should be added to the configuration;
  • The configured external system must be loaded on the repository where the system will be used.

If all the configuration items listed above are complete, you will be able to complete the steps below to link Celonis Process Management to Jira and start using the interface. See the Administration guide for more details.

Linking a requirement domain to the Jira project

You must link a domain in the requirements facet to a Jira project for the integration to work. You can also link the Requirement domain to a project on Celonis Process Management.

NOTE: Only connect one Jira Project to one domain! Connecting the same Jira project to multiple domains will cause unexpected behavior.

  1. Go to the Requirements facet and create or select a domain
  2. Select the Jira project from the dropdown list under the Jira Connection group on the details panel. Jira Project Selection

At this point, all of the requirements in the Jira project will be synchronized into the domain. The Celonis Process Management requirements will only be sent once the "Send to Jira" check-box have been activated.

Creating requirements in Celonis Process Management and sending the requirement to Jira

The recommended way to create requirements is to create the requirement under the correct domain linked to the project first. This will ensure that the requirement is synchronized with the correct Jira project.

  1. Check the Send to Jira checkbox to trigger the synchronization of the new requirement to the Jira project. This sync happens in the background and no further action is required.
  2. Selecting the Send to Jira checkbox will make the requirement read-only. Jira Project Selection

Changes are only allowed on Jira from this point forward.

Creating Jira Issues and sending them to Celonis Process Management

Creating an issue (requirement) on Jira will automatically send the requirement to the connected domain in Celonis Process Management.

Updating a requirement on Jira

Updating an issue on Jira will automatically update the requirement on Celonis Process Management.

Updates are only possible on Jira from this point forward.

Deleting a requirement on Jira

  • Deleting a requirement in Jira will update the requirement in Celonis Process Management to reflect the status of "Requirement deleted on Jira".
  • The requirement will be made editable again in Celonis Process Management. This will allow you to assess the impact or allow you to make updates on your processes.
  • The requirement will also refer to the project from which the issue was deleted. Jira Project Selection

Requirements will not be deleted from Celonis Process Management automatically.

Moving an issue between projects on Jira

When moving a requirement on Jira, the changes will be reflected on Celonis Process Management.

Exceptions: When moving an issue to a project that is not connected to Celonis Process Management, a new domain will be created in Celonis Process Management called "Unknown Jira Project" and the requirement will be placed in this domain with it's new Jira ID for reference.