Jira Integration Setup Guide

This guide walks you through connecting Lathe Studio to your Jira Cloud instance.

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Prerequisites#

• Jira Cloud account (Atlassian)
• Project admin access in Lathe Studio
• Jira project where you want to create issues

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Connecting Jira#

Step 1: Initiate Connection

1. Navigate to Project Settings → Jira
2. Click "Connect Jira"
3. You'll be redirected to Atlassian for authorization

Step 2: Authorize

1. Log in to your Atlassian account (if not already logged in)
2. Review the permissions requested:
   • Read your Jira user information
   • Read Jira project and issue data
   • Create and modify issues in Jira
   • Offline access (for refresh tokens)
3. Click "Allow"

Step 3: Configure Project

After authorization, configure your Jira project settings:

1. Jira Project Key: Enter your Jira project key (e.g., "PROJ", "ENG")
2. Default Issue Type: Select the issue type for bugs (usually "Bug")
3. Click "Save Configuration"

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Field Mappings#

Control which Lathe Studio fields appear in Jira issues:

Available Fields

Configure Mappings

1. Go to Project Settings → Jira
2. Scroll to Field Mappings section
3. Toggle fields on/off as needed
4. Changes apply to future bug pushes

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Pushing Bugs to Jira#

From Test Execution

1. Open a test run (submitted or completed status)
2. Find a failed test case
3. Click "Push to Jira"
4. Review the bug details:
   • Title: Auto-populated from test case
   • Description: Includes steps, notes, environment info
   • Attachments: Screenshots and files
5. Click "Push to Jira" to create

Batch Push

1. In a submitted/completed run, click "Submit Bugs" in header
2. Modal shows all failed tests
3. Review and select which to push
4. Click "Push Selected" or "Push All"

After Pushing

• Jira issue key appears on the execution (e.g., "PROJ-123")
• Click the key to open in Jira
• Status syncs back to Lathe Studio (when configured)

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Troubleshooting#

Connection Issues

"Could not connect to Jira"

• Verify you're using Jira Cloud (not Server/Data Center)
• Check internet connection
• Try reconnecting: Project Settings → Jira → Disconnect → Connect

"Invalid credentials"

• Ensure you authorized the correct Atlassian account
• Check that you have access to the Jira project

Push Issues

"Failed to create issue"

• Verify Jira project key is correct
• Check that you have "Create Issues" permission in Jira
• Review field mappings for required fields

"Attachments failed to upload"

• Max file size: 10MB per file
• Max 5 attachments per push
• Supported: PNG, JPG, GIF, PDF, TXT

Sync Issues

Issues not syncing status from Jira:

• Webhook may not be configured
• Contact your admin to verify webhook setup

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Security & Permissions#

OAuth Scopes

Lathe Studio requests these Jira permissions:

• read:jira-user: Verify your identity
• read:jira-work: Read project and issue data
• write:jira-work: Create and update issues
• offline_access: Refresh tokens automatically

Data Flow

• OAuth tokens stored encrypted in database
• No Jira credentials stored
• Direct API communication (Jira → PT)
• Webhooks for status updates (optional)

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Unlinking Jira#

To disconnect:

1. Go to Project Settings → Jira
2. Click "Disconnect"
3. Confirm disconnection

Note: Previously pushed issues remain linked. New pushes will not be possible until reconnected.

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Advanced Configuration#

Priority Mapping

Map PT priorities to Jira priorities in Project Settings:

• P0 → Highest/High
• P1 → High/Medium
• P2 → Medium/Low
• P3 → Low/Lowest

Custom Fields

To include custom Jira fields:

1. Contact your admin
2. Configure in Jira project settings
3. Map in Lathe Studio field mappings

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For additional help, contact support.