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Comment: Published by Scroll Versions from this space and version 3.2.0

Once the installation and configuration of the add-on in is completed, JIRA Jira issues can created directly from emails in Microsoft Outlook. 

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  1. Select the email you want to create a JIRA Jira issue from.

    Info

    By default the body of the email is used as issue description. If you select a part of the email body's text, only the selected text is used as issue description.

    Then select Create JIRA Issue from the Outlook menu or from the email's context menu. The splitted context menu will only be shown if there are at least 2 profiles configured.
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    The following dialog will appear:
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  2. From the Profile pull-down menu, select a server where the issue is created. If you use the email's context menu to open the dialog, the appropiate profile is already selected, otherwise you have to select it.

    Info

    The Profile pull-down menu is only shown, is there are at least 2 profiles configured.

  3. From the Project

    Select a project

    pull-down menu, select a project where the issue is created. The content of the menu depends on the selected profile. This menu displays all

    JIRA

    Jira projects that are visible for you.

    Info

    To automate the selection of the project based on the sender's email address, setup rules at Settings > Project Mapping. If no mapping applies the last used profile and issue type will be used.

  4. From the Select an issue Issue type pull-down menu, select the issue type of the new issue. The content of the menu depends on the selected project. By default the last used issue type based on the last used project is selected.

  5. To add the header information of the email to the issue description, select Add header information.

    Info

    To select the Add header information by default, select Auto add e-mail header information at Advanced Configuration Settings > Common.

    By default the email header information is not copied into the JIRA Jira issue. When you select this option, the header information is also used for the JIRA Jira issue description.

  6. To assign the new issue to yourself, select Assign issue to me.

    Info

    To select the Assign issue to me by default, select Auto assign issue to me at Advanced Configuration Settings > Create Issue.

    Each JIRA issue needs to have an assignee to be created

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  7. To add optional information to the new issue, select Open embedded internal browser.

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    To select the Open embedded internal browser by default, select Always display embedded internal browser at Advanced Configuration Settings > Create Issue.

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    The embedded browser is displayed automatically if you have to enter mandatory information.

  8. Enter the subject of the new JIRA Jira issue in the Subject textbox. By default the subject of the email is used.

  9. Enter the description of the new JIRA Jira issue in the Description textbox. By default the text body of the email is used.
  10. A list of the files that are attached to the email is displayed in the Attachments frame. Select the files, you want to attach to the JIRA issueJira issue. Use Select All to un/select all attachments. The attachments are uploaded after the issue is created successfully.

    Info

    To select all email attachments by default, select Preselect Attachments at Advanced Configuration Settings > Common Attachments.

  11. To add the email as attachment to the JIRA Jira issue, select Add e-mail as attachment.

    Info

    To select the Add e-mail as attachment by default and specify the file format of the attached email, select Always add e-mail as attachment at Advanced Configuration Settings > Common Attachments.

    If you want to link the attachment within the description, please use [^mail] as placeholder.

  12. Click Create Issue to continue.

If the issue does not need any additional mandatory information and the Open embedded browser option is not selected, the JIRA Jira issue is created.

If the issue needs more mandatory information or the Open embedded browser option is selected, an embedded IE browser dialog opens.

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Info

Attachments are not shown in the embedded internal browser dialog, because they will be added after the issue is created successfully. Additionally, you can add further attachments in the embedded internal browser dialog . In by drag and drop or by uploading from your hard drive. In case the attachments could not be added, you will get an error message.

Select Create in the embedded internal browser dialog to create the issue. To abort and close the dialog, select Cancel or just close the window.