Automatic activation

Instead of enabling Jira synchronization manually on every Customer or Contact, Activation Rules can automatically enable it based on configurable conditions. Open Activation Rules from a table mapping to configure rules for its source table.

Each rule has:

Field	Meaning
Rule Type	The kind of condition to evaluate (see below)
Description	Free-text description, pre-filled from the rule type when left empty
Priority	Evaluation order; rules with a lower number are evaluated first
Enabled	Whether the rule is applied

Rules are evaluated in priority order whenever a record is inserted or modified. As soon as one enabled rule matches, synchronization is activated for the record and no further rules are evaluated.

Rule types

• All Records
  Activates synchronization unconditionally for every record of the source table. Use this as a catch-all when all records should be synced.
• Create Customer From Contact
  Activates synchronization for a Customer automatically created from a Contact through Business Central's Create Customer from Template process.

Only rules that are enabled and match the current event are applied; a record that already has synchronization enabled is not affected by later rule evaluations.

Combining with manual and mass activation

Automatic activation rules complement, but do not replace, the other ways to enable synchronization described in Table and field mapping: manually enabling Enable Jira Sync on a record, or mass-enabling it for a set of existing records with Select Records to Sync. All three ultimately set the same field and are subject to the same prerequisites (an enabled table mapping with a working OAuth2 connection and at least one enabled field mapping).