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.