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ServiceNow Jira Spoke: Connect and Test

Import · Aug 14, 2023 · video

come back [Music] hey everyone it's Justin thank you for watching and welcome to my house that's Justin's house in this video I want to show you how to set up an integration with jira using the jira spoke so this is not the atlassian plug-in integration with project portfolio management or agile or anything like that this is purely the jira spoke and I want to walk you through how to set this up so first of all you want to make sure you install the jira spoke in your instance by the way this will work in a PDI my other integration videos showing jira don't necessarily work in a PDI this should work in a personal developer instance you can see here even on the store we have the text indicating that this is available on servicenow Portal instances I'm going to be doing this in Vancouver so your mileage may vary if you're still in Utah but I'm on a Vancouver PDI and just make sure you install this book before you get started the second thing I want you to do is I want you to go to your instance I'm using the free version of jira I'm in dark mode because that was new and I should wanted to use that you need to go in there you need to create an API token so if you go up to your account here in the upper right and you go to manage account that'll take you to this screen right here you can see my lovely picture if you go to the security tab there should be a section for create and manage API tokens right there if you click on that it should show you a list of the tokens you've created I have two that I've created there should be a button at the top for create API token all you got to do is click on that create a by a token give it a name test token for YouTube click create and you'll get this massive token now this thing can be pretty unwieldy pretty big so make sure you get all of that copy it somewhere on notepad or something somewhere safer you can just save it I'm gonna go ahead and revoke that since I just put that on YouTube but make sure that's done and then you want to head back over to your PDI and in your PDI I want you to head to connection and credentials connection and credential aliases right so when you install the spoke it's going to install a connection and credential Alias for the jira spoke that I want you to use that should pull up this screen behind me you can see here just search for jira I'm just going to type in jira under the name and make sure the connection and credential ALS you're looking at is SN underscore jira underscore spoke dot jira if you open that particular Connection in credential it should be easy sailing here what you need to do is you need to create a connection and a credential at the same time and you could do that using this related link now I've already done on it for my instance because I was thoughtful and wanted to make sure ahead of time that this is working for you guys but if you click on this create new correction connection and credential it should pop up a window where you can put in the URL for your jira instance and here I just put in my instance name and then the username which is well you can see mine right there I'll blur out some of that the username and then that API key that you just created over in jira copy and paste that in and that'll create the connection in the credential and everything should work now this is a really unique integration using integration Hub and flow designer with the spoke in that it's going to use this connection and credential right away when you start trying to use the spoke and I'm going to show you what I mean so I want you a head into flow designer that's where I am now and I'm going to show you something you may not have noticed on the Jirus book let's come over here and let's see what we can do with jira so I go in here and create an action I can go down to the jira section click on that and it'll show me everything I can do with jira and there is a lot of actions you can do with your create issues add comments look up issues all that stuff look at all that stuff we can do with the Juris book so as part of that let's take an example of the create issue notice when you create an issue it has some inputs here we see project key and issue type are two inputs that we want to put in in order to create an issue over Indira but notice on the type that they are a dynamic Choice okay so if we look at the configuration here it's read only because it's a Spoke notice my Dynamic options it's going to call this action called get projects metadata same for the issue type it's going to call a action called get issue types metadata and is dependent on the project key that it just got in the previous input so even though you maybe not be using the spoke yet it's already trying to do stuff using that connection and credential so here's what I want you to do to set it up for the first time I want you to open an action one of these actions I chose get issue types you I could have chosen the action for um oh actually let's just show you what that looks like I'm going to go over here to actions and flow designer remember I'm in Vancouver so this may look a little bit different from what you're used to seeing the flow designer home got updated and I searched for Star parentheses metadata to see all the actions that servicenow has set up for getting made of metadata and so two of those are get issue types which I already have open and get projects metadata we'll go ahead and open the get projects metadata so this is what's going to run when you try to use that create issue so I want you when you can create your connection and credential Alias I want you to come into flow designer I want you to open up this action get projects metadata I want you to test it see if it'll work before you try to do anything else so let's hit the test button we're going to go ahead and run the test and what this should do this if my connection and credential Alias is working it should go out and get the projects in the instance of jira that I've configured under that connection so go ahead and view the execution details here and I can see yes it did it retrieved My Demo 6 environment My Demo 7 project I have a Quebec showcase project while that one's old Utah and I have one for Justin's PDI Vancouver so that connection is working it's able to grab it if you get an error here you need to troubleshoot something with your connection and credential maybe you didn't use the administrator account the jira account has to be an administrator I recommend using a service account like I did and you need to make sure they're an administrators so they can do all this type of stuff so it was able to look up that now I'm going to go ahead and test I'm actually going to close that results down and close the get projects action I'm going to test this second one that's going to get issue types for particular project so let's go ahead and test it's going to ask for a project if we head back over to my jira instance I can actually see my project key you can't see it let me just bring the window down here just a bit the key is in the URL jpv or Justin's PDI Vancouver is the key for my project so I'm going to use jpv back in my Vancouver instance and I'm going to type in jpv for the project number and this should use the same connection and credential to go to my dear instance look in that project and get all the issue types and bring them back into my instance or in this case the test so if I click on the execution details if everything's successful I should see and I do that it went and found for my project I have two I have tabs ask and I have subtasks that's right that's all I have set up in that particular project so we're good the connection and credential is working because I'm going to close out of all these and we're going to go to that test flow that I briefly showed there at the beginning and I did this just to test to make sure everything's working I highly recommend you do this you don't want to troubleshoot this later so what I did my trigger as a service catalog I'm never going to link this to a service catalog and that's okay first thing I want to do is I want to look up a project so I use the lookup project action and I typed in my key which is jpv so that should go look up the jpv project then I'm going to create an issue so I want to create an issue I want to pick the project key notice it has all my projects that's because that little action ran and populated that and it has those two tasks tasks and subtasks I'm going to give it a description test tasks from from Vancouver PDI I've already tested this just to make sure but we'll just put in here demo for YouTube to make sure that we can differentiate this from everything else I created and we could set a priority and we can add other fields I'm just testing I want to make sure this works so let's go ahead and save that will save my little test flow here and then I'm going to test it and make sure that one it's able to look up the project by that ID we'll just give it any catalog item here and two that it actually creates an issue over in my jira instance so we'll let it process here and once that's finished processing we can click on there to review the results and again we're expecting that it looked up the project that was successful it found it project has all the information about my project we'll scroll down here to the create issue that should have been successful it was it created the task and we got everything we needed for that task so let's go check on that make sure that actually worked and there it is it's already on my Genera board you can see it there test tasks from Vancouver PDI if I click on that task I should see the test task from Vancouver PDI in the description as well so everything worked and that is going to be the first step for setting up the jira spoke create your connection and credential eight or not the Alias create your connection and credential using the Alias that provided that is provided by the jurispoke out of the box and then go test that action first make sure the action's working and that will prevent problems when you're trying to use create issue or other things that have those Dynamic inputs and it'll save you some troubleshooting I hope you found this video helpful if you did please like Please Subscribe or share with somebody who you think might be interested in integrating with jira using the jira spoke and until next time don't forget to always be learning [Music] thank you [Music] [Music]

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