How to... ?

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

Datasource Configuration

• Configure a local Jira instance as a datasource

• Configure a custom demo datasource for Elements Connect

• Configure a Google Sheet as a datasource

• Configure HubSpot as a datasource

• Configure Jira assets as a datasource

• Configure an Azure Active Directory as a datasource

• Configure an Okta application selector and fetch user information

Configuration and Administration

• Associate a Connected item with a request type

• Associate a Connected item with an issue type

Using Connected Items

• Using a local Jira project as a light-weight asset manager

• Using Connected items in Queues configuration

• Using Connected item in a Jira Service Management project

• Set Connected item values when created issues with Jira REST API

Integration with External Systems

• Get client data from Salesforce CRM into JSM requests

• Get customer information and deals from Hubspot into Jira issues

• Display user directory details from Okta inside Jira issues

• Set the Reporter's Manager as Approver from Okta

Automation and Custom Fields

• Set Insight fields using Elements Connect and Automation

• Set a Jira user field with Elements Connect

• Update your custom field value on transition?

Advanced Configurations and Use Cases

• Organize issues into location-based queues based on the Azure AD

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

• Use Connected Fields in EazyBI to generate comprehensive reports

Development and Customization

• Dependencies to attributes and nested objects of connected items