How to... ?

Use these step-by-step guides to learn everything there is to know about Elements Connect.

Features & Best Practices

• How to write conditional queries with Apache FreeMarker

• How to filter query results using JSONPath

• How to search Elements Connect custom fields with JQL in Jira

• How to set custom field value in Automation rule based on a Jira Text field

• How to use Elements Connect custom fields as validators

• How to automatically update a custom field with Automation

• How to update your custom field value on transition

• How to use connected custom fields on JSM projects

• How to use a Jira project as a light-weight CMDB with cascading connected custom fields in JSM

• How to improve performance

• How to track my usage of Elements Connect

Atlassian Ecosystem Datasources

• How to configure a local Jira instance as a datasource

• How to configure Jira Assets as a datasource

• How to configure Confluence instance as a datasource

• How to configure Confluence page picker of a selected space

• How to configure a Confluence attachment as a datasource (JSON file)

• How to configure Bitbucket as a datasource

Third-Party Integrations

Identity & Access Management (IdP)

Microsoft Entra ID (Azure AD):

• How to integrate an Azure Active Directory in Jira as a datasource

• How to organize issues into location-based queues based on the Azure AD

Okta:

• How to configure an Okta application selector and fetch user information

• How to set the Reporter's Manager as Approver from Okta

CRM & Customer Support

Hubspot:

• How to integrate HubSpot in Jira as a datasource

• How to integrate customer information and deals from Hubspot into Jira issues

Salesforce:

• How to configure a Salesforce REST API datasource

Pipedrive:

• How to integrate Pipedrive in Jira as a datasource

Zendesk:

• How to integrate Zendesk as a datasource

Spreadsheets & Data Warehouses

Google Sheets:

• How to configure Google Sheet as a datasource using API key authentication

• How to integrate Google Sheet in Jira as a datasource using OAuth2 authentication

Snowflake:

• How to configure Snowflake as a datasource (using Microsoft Entra)

Work Management

Asana:

• How to integrate Asana in Jira as a datasource

End-to-End Solutions & Use Cases

• How to optimize service catalog navigation and maintenance in Jira: a complete guide to reducing workload and boosting user adoption

• How to use Connected Fields in EazyBI to generate comprehensive reports

Legacy: Connected Items

• How to associate a Connected item with a request type

• How to associate a Connected item with an issue type

• How to use Connected item in a Jira Service Management project

• How to use Connected items in Queues configuration

• How to create dependencies to attributes and nested objects of connected items

• How to set Connected item values when created issues with Jira REST API

• How to set a Jira user field with Connected items