How to... ?

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

Datasource Configuration

• How to configure a local Jira instance as a datasource

• How to configure a custom demo datasource for Elements Connect

• How to configure a Google Sheet as a datasource

• How to integrate HubSpot in Jira as a datasource

• How to configure Jira assets as a datasource

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

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

Configuration and Administration

• How to associate a Connected item with a request type

• How to associate a Connected item with an issue type

Using Connected Items

• How to use a local Jira project as a light-weight asset manager

• How to use Connected items in Queues configuration

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

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

Integration with External Systems

• How to integrate client data from Salesforce CRM into JSM requests

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

• How to integrate user directory details from Okta inside Jira issues

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

Automation and Custom Fields

• How to set Insight fields using Elements Connect and Automation

• How to set a Jira user field with Elements Connect

• How to update your custom field value on transition?

Advanced Configurations and Use Cases

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

• 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

Development and Customization

• Dependencies to attributes and nested objects of connected items