Table of Contents

• Search and link to requirements from JIRA,

• Confluence displays the link in the Requirement Yogi inline dialog,

• The text is updated in JIRA whenever users click "synchronize" for an issue.

Example:

Image Removed

Inserting a requirement:

Image Removed

We have greatly improved the technical architecture of this integration in September 2019, as part of the Data Center program. We still have to improve the set up experience, so it takes several steps for the moment, and will be improved too:

• Install Requirement Yogi for Jira on Jira. We only support Jira Server and Data Center, we don't support Cloud.

• Ensure you have an Application Link between Jira and Confluence. This isn't dependent on Requirement Yogi, it is a native feature in products.

• Ensure you have a Project Link between the Jira project(s) and the Confluence space(s) where you plan to work. Again, this is a native feature in Atlassian products.

• Try linking requirements:

  • Go to an issue, click the "..." menu, click "Add links". You will see the dialog pictured in the header of this page.

  • In this dialog, try searching for a requirement. Any necessary information will be brought to you at this point, for example if you need to authenticate to Confluence, if you didn't set up the entity links, etc.

• Set a username for the Confluence/Jira communication:

  • Go to the Confluence administration,

  • Go to the Requirement Yogi page in the Confluence administration (in the "Marketplace" section),

  • Go to the Integrations tab in this page,

  • Ensure you've set up a username on this page, and checked for authentication.

  • This was introduced in version 2.2, so head to our release notes if you have more questions.

Do you recognize this screen? If not, then you haven't fully completed the installation steps above.

Image Removed

Custom field

Optionally, you can set up a custom field.

• Set up the Application Links between Jira and Confluence,

• Set up Entity Links between a Jira project and a Confluence space (or several),

• Status
  colour Yellow title Important

   Go to the administration and set the credentials in both products (since 2.2 for Confluence and 2.5 for Jira).

• Go to the Requirement Yogi for Jira configuration page for more explanations

What does the integration look like in Jira?

A Requirements panel on Jira issues:	Image Added
A custom field, if you choose to configure it instead of the panel:	Image Added
The dialog to add links on an issue:	Image Added

What does the integration look like in Confluence?

The glorious Jira bulk issue creation:	Image Added
And of course, Jira issues appear in the popup as dependencies, and in the traceability matrix.	Image Added

More about the Custom Field

Using the custom field is optional. All requirements can be displayed in the "requirements" panel, but some customers prefer using the custom field, which makes it possible to:

• Make requirements visible in the REST API,

• Make requirements visible in the XML API,

• Make the field visible and mandatory on the Create Issue screen.

If interested, see more details on Release notes 2.2.5 for Jira

JQL

Image Removed