Thanks for the article & instructions, @SaiShekharP .
I just configured this and wanted to point out that you've forgotten an important step to get the Sync working. Under your EAP Configuration, you have to change the 'Epic Methodology' from SAFE to Scrum in order for Epics created in SPW or Jira to sync. By default this field isn't shown on the EAP configuration form, so you need to add it to the list view, or customize the form in Form Builder to show it. This is important because Epics from the rm_epic table sync to SPW as 'scrum' methodology, but by default EAP sets your methodology to 'SAFE'. This means that you won't be able to assign an EAP team to epics sync'd from rm_epics (which is where Jira/ADO sync to). Changing this config fixes that and allows the sync to work as described. Creating a new Epic in your EAP ART/Team will now use Scrum, and will sync down to rm_epic and Jira with the correct team assignment.
You instructions also requires the EAP Team and new Assignment Group field to be set to the same team. For anyone who wants it, I've created two Business Rules that will automatically sync these two fields in both the sn_align_core_scrum_epic and rm_story tables, so you don't have to do it manually. I can't attach the update set, so the XML is below.
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<unload unload_date="2025-11-01 18:31:56">
<sys_remote_update_set action="INSERT_OR_UPDATE">
<application display_value="Strategic Planning">a38ac49ccbf511104abddcbcf7076dec</application>
<application_name>Strategic Planning</application_name>
<application_scope>sn_apw_advanced</application_scope>
<application_version>4.3.2</application_version>
<collisions/>
<commit_date/>
<deleted/>
<description/>
<inserted/>
<name>Sync EAP Team and Assignment Group</name>
<origin_sys_id/>
<parent display_value=""/>
<release_date/>
<remote_base_update_set display_value=""/>
<remote_parent_id/>
<remote_sys_id>cbf3b1c497c97e94e8fb3756f053afdf</remote_sys_id>
<state>loaded</state>
<summary/>
<sys_class_name>sys_remote_update_set</sys_class_name>
<sys_created_by>DavidBarkhausen</sys_created_by>
<sys_created_on>2025-11-01 18:31:56</sys_created_on>
<sys_id>1544310897c97e94e8fb3756f053affb</sys_id>
<sys_mod_count>0</sys_mod_count>
<sys_updated_by>DavidBarkhausen</sys_updated_by>
<sys_updated_on>2025-11-01 18:31:56</sys_updated_on>
<update_set display_value=""/>
<update_source display_value=""/>
<updated/>
</sys_remote_update_set>
<sys_update_xml action="INSERT_OR_UPDATE">
<action>INSERT_OR_UPDATE</action>
<application display_value="Strategic Planning">a38ac49ccbf511104abddcbcf7076dec</application>
<category>customer</category>
<comments/>
<name>sys_script_0133d50c97817e94e8fb3756f053af17</name>
<payload><?xml version="1.0" encoding="UTF-8"?><record_update sys_domain="global" table="sys_script"><sys_script action="INSERT_OR_UPDATE"><abort_action>false</abort_action><access>package_private</access><action_delete>false</action_delete><action_insert>true</action_insert><action_query>false</action_query><action_update>true</action_update><active>true</active><add_message>false</add_message><advanced>true</advanced><change_fields>false</change_fields><client_callable>false</client_callable><collection>sn_align_core_scrum_epic</collection><condition/><description/><execute_function>false</execute_function><filter_condition/><is_rest>false</is_rest><message/><name>Sync eap_team ⇄ u_assignment_group</name><order>100</order><priority>100</priority><rest_method/><rest_method_text/><rest_service/><rest_service_text/><rest_variables/><role_conditions/><script><![CDATA[(function executeRule(current, previous /* null on insert */) { function isEmpty(v) { return gs.nil(v); } function neq(a, b) { return (a + '') !== (b + ''); } var eapId = current.getValue('eap_team'); // sn_apw_advanced_agile_team.sys_id var grpId = current.getValue('u_assignment_group'); // sys_user_group.sys_id var eapChanged = current.eap_team.changes(); var grpChanged = current.u_assignment_group.changes(); // --- Lookup helpers ---------------------------------------------------- // From team -> group (prefer the explicit reference; fallback by matching name) function resolveGroupFromTeam(teamId) { if (isEmpty(teamId)) return ''; var team = new GlideRecord('sn_apw_advanced_agile_team'); if (!team.get(teamId)) return ''; var ug = team.getValue('user_group'); if (!isEmpty(ug)) return ug; // fallback by matching group name == team.name var name = team.getValue('name'); if (isEmpty(name)) return ''; var g = new GlideRecord('sys_user_group'); g.addQuery('name', name); g.setLimit(1); g.query(); return g.next() ? g.getUniqueValue() : ''; } // From group -> team (prefer user_group match; fallback by matching name) function resolveTeamFromGroup(groupId, groupName) { if (isEmpty(groupId) && isEmpty(groupName)) return ''; // 1) exact link on user_group if (!isEmpty(groupId)) { var t1 = new GlideRecord('sn_apw_advanced_agile_team'); t1.addQuery('user_group', groupId); // If your table has an 'active' field, uncomment: // t1.addQuery('active', true); t1.setLimit(1); t1.query(); if (t1.next()) return t1.getUniqueValue(); } // 2) fallback: match by name equality if (!isEmpty(groupName)) { var t2 = new GlideRecord('sn_apw_advanced_agile_team'); t2.addQuery('name', groupName); // t2.addQuery('active', true); t2.setLimit(1); t2.query(); if (t2.next()) return t2.getUniqueValue(); } return ''; } function getGroupName(groupId) { if (isEmpty(groupId)) return ''; var g = new GlideRecord('sys_user_group'); if (!g.get(groupId)) return ''; return g.getValue('name') || g.getDisplayValue(); } // --- INSERT ------------------------------------------------------------ if (current.operation() === 'insert') { if (!isEmpty(eapId) && isEmpty(grpId)) { current.setValue('u_assignment_group', resolveGroupFromTeam(eapId)); return; } if (!isEmpty(grpId) && isEmpty(eapId)) { current.setValue('eap_team', resolveTeamFromGroup(grpId, getGroupName(grpId))); return; } if (!isEmpty(eapId) && !isEmpty(grpId)) { var expectedGrp = resolveGroupFromTeam(eapId); if (neq(expectedGrp, grpId)) { // Prefer EAP on conflict current.setValue('u_assignment_group', expectedGrp || ''); } } return; } // --- UPDATE ------------------------------------------------------------ // If exactly one changed, mirror it (including clears) if (eapChanged ^ grpChanged) { // XOR if (eapChanged) { // eap_team was modified var newGrp = isEmpty(eapId) ? '' : resolveGroupFromTeam(eapId); if (neq(newGrp, grpId)) current.setValue('u_assignment_group', newGrp); } else { // u_assignment_group was modified var groupName = getGroupName(grpId); var newTeam = isEmpty(grpId) ? '' : resolveTeamFromGroup(grpId, groupName); if (neq(newTeam, eapId)) current.setValue('eap_team', newTeam); } return; } // If both changed and disagree, prefer eap_team if (eapChanged && grpChanged) { var expectedGrp2 = isEmpty(eapId) ? '' : resolveGroupFromTeam(eapId); if (neq(expectedGrp2, grpId)) { current.setValue('u_assignment_group', expectedGrp2); } } // If neither explicitly changed, do nothing. })(current, previous); ]]></script><sys_class_name>sys_script</sys_class_name><sys_created_by>DavidBarkhausen</sys_created_by><sys_created_on>2025-11-01 16:09:57</sys_created_on><sys_domain>global</sys_domain><sys_domain_path>/</sys_domain_path><sys_id>0133d50c97817e94e8fb3756f053af17</sys_id><sys_mod_count>1</sys_mod_count><sys_name>Sync eap_team ⇄ u_assignment_group</sys_name><sys_overrides/><sys_package display_value="Strategic Planning" source="sn_apw_advanced">a38ac49ccbf511104abddcbcf7076dec</sys_package><sys_policy/><sys_scope display_value="Strategic Planning">a38ac49ccbf511104abddcbcf7076dec</sys_scope><sys_update_name>sys_script_0133d50c97817e94e8fb3756f053af17</sys_update_name><sys_updated_by>DavidBarkhausen</sys_updated_by><sys_updated_on>2025-11-01 16:53:23</sys_updated_on><template/><when>before</when></sys_script><sys_translated_text action="delete_multiple" query="documentkey=0133d50c97817e94e8fb3756f053af17"/></record_update></payload>
<payload_hash>1247869176</payload_hash>
<remote_update_set display_value="Sync EAP Team and Assignment Group">1544310897c97e94e8fb3756f053affb</remote_update_set>
<replace_on_upgrade>false</replace_on_upgrade>
<sys_created_by>DavidBarkhausen</sys_created_by>
<sys_created_on>2025-11-01 18:31:56</sys_created_on>
<sys_id>1944310897c97e94e8fb3756f053affb</sys_id>
<sys_mod_count>0</sys_mod_count>
<sys_recorded_at>19a40b01ffd0000001</sys_recorded_at>
<sys_updated_by>DavidBarkhausen</sys_updated_by>
<sys_updated_on>2025-11-01 18:31:56</sys_updated_on>
<table>sn_align_core_scrum_epic</table>
<target_name>Sync eap_team ⇄ u_assignment_group</target_name>
<type>Business Rule</type>
<update_domain>global</update_domain>
<update_guid>a314b9c482c97e94d351b4cd7186868a</update_guid>
<update_guid_history>a314b9c482c97e94d351b4cd7186868a:1247869176,f9bd1d0805457e94f37661f31f2bd624:1247869176,79c351047ac17e944bea3806b1bcf0d2:770609636</update_guid_history>
<update_set display_value=""/>
<view/>
</sys_update_xml>
<sys_update_xml action="INSERT_OR_UPDATE">
<action>INSERT_OR_UPDATE</action>
<application display_value="Strategic Planning">a38ac49ccbf511104abddcbcf7076dec</application>
<category>customer</category>
<comments/>
<name>sys_script_832125cc97457e94e8fb3756f053afc7</name>
<payload><?xml version="1.0" encoding="UTF-8"?><record_update sys_domain="global" table="sys_script"><sys_script action="INSERT_OR_UPDATE"><abort_action>false</abort_action><access>package_private</access><action_delete>false</action_delete><action_insert>true</action_insert><action_query>false</action_query><action_update>true</action_update><active>true</active><add_message>false</add_message><advanced>true</advanced><change_fields>false</change_fields><client_callable>false</client_callable><collection>rm_story</collection><condition/><description/><execute_function>false</execute_function><filter_condition/><is_rest>false</is_rest><message/><name>Sync eap_team ⇄ assignment_group (rm_sto</name><order>100</order><priority>100</priority><rest_method/><rest_method_text/><rest_service/><rest_service_text/><rest_variables/><role_conditions/><script><![CDATA[(function executeRule(current, previous /* null on insert */) { function isEmpty(v) { return gs.nil(v); } function neq(a, b) { return (a + '') !== (b + ''); } var teamId = current.getValue('eap_team'); // sn_apw_advanced_agile_team.sys_id var grpId = current.getValue('assignment_group'); // sys_user_group.sys_id var teamChanged = current.eap_team.changes(); var grpChanged = current.assignment_group.changes(); // --- Helpers ----------------------------------------------------------- // From team -> group: prefer team.user_group; fallback to group by name == team.name function resolveGroupFromTeam(teamSysId) { if (isEmpty(teamSysId)) return ''; var team = new GlideRecord('sn_apw_advanced_agile_team'); if (!team.get(teamSysId)) return ''; var ug = team.getValue('user_group'); if (!isEmpty(ug)) return ug; var teamName = team.getValue('name'); if (isEmpty(teamName)) return ''; var g = new GlideRecord('sys_user_group'); g.addQuery('name', teamName); g.setLimit(1); g.query(); return g.next() ? g.getUniqueValue() : ''; } // From group -> team: ONLY return a team sys_id if a matching team exists. // 1) Prefer team.user_group == groupId // 2) Else fallback to team.name == group.name function resolveTeamFromGroup(groupSysId) { if (isEmpty(groupSysId)) return ''; // try direct user_group reference var t1 = new GlideRecord('sn_apw_advanced_agile_team'); t1.addQuery('user_group', groupSysId); t1.setLimit(1); t1.query(); if (t1.next()) return t1.getUniqueValue(); // fallback to name match var groupName = getGroupName(groupSysId); if (isEmpty(groupName)) return ''; var t2 = new GlideRecord('sn_apw_advanced_agile_team'); t2.addQuery('name', groupName); t2.setLimit(1); t2.query(); if (t2.next()) return t2.getUniqueValue(); // No matching team found -> skip syncing return ''; } function getGroupName(groupSysId) { if (isEmpty(groupSysId)) return ''; var g = new GlideRecord('sys_user_group'); if (!g.get(groupSysId)) return ''; return g.getValue('name') || g.getDisplayValue(); } // --- INSERT ------------------------------------------------------------ if (current.operation() === 'insert') { // team → group if (!isEmpty(teamId) && isEmpty(grpId)) { var g1 = resolveGroupFromTeam(teamId); if (!isEmpty(g1)) current.setValue('assignment_group', g1); return; } // group → team (only if matching team exists) if (!isEmpty(grpId) && isEmpty(teamId)) { var t1 = resolveTeamFromGroup(grpId); if (!isEmpty(t1)) current.setValue('eap_team', t1); return; } // both set: prefer team; ensure group matches team.user_group/name if (!isEmpty(teamId) && !isEmpty(grpId)) { var expectedGrp = resolveGroupFromTeam(teamId); if (!isEmpty(expectedGrp) && neq(expectedGrp, grpId)) { current.setValue('assignment_group', expectedGrp); } } return; } // --- UPDATE ------------------------------------------------------------ // Exactly one changed if (teamChanged ^ grpChanged) { if (teamChanged) { // team was modified if (isEmpty(teamId)) { // clearing team -> clear group if (!isEmpty(grpId)) current.setValue('assignment_group', ''); } else { var g2 = resolveGroupFromTeam(teamId); // only set if we can resolve a group from this team if (!isEmpty(g2) && neq(g2, grpId)) current.setValue('assignment_group', g2); } } else { // group was modified if (isEmpty(grpId)) { // rule: do NOT clear team when group is cleared (no matching team to confirm) // skip } else { var t2 = resolveTeamFromGroup(grpId); // only set if a matching team exists if (!isEmpty(t2) && neq(t2, teamId)) current.setValue('eap_team', t2); } } return; } // Both changed: prefer team (but still respect group resolution) if (teamChanged && grpChanged) { if (isEmpty(teamId)) { // team cleared wins -> clear group if (!isEmpty(grpId)) current.setValue('assignment_group', ''); } else { var expectedGrp2 = resolveGroupFromTeam(teamId); if (!isEmpty(expectedGrp2) && neq(expectedGrp2, grpId)) { current.setValue('assignment_group', expectedGrp2); } // If team->group can't resolve, leave group as user set it. } } // Neither changed: no-op. })(current, previous); ]]></script><sys_class_name>sys_script</sys_class_name><sys_created_by>DavidBarkhausen</sys_created_by><sys_created_on>2025-11-01 17:08:29</sys_created_on><sys_domain>global</sys_domain><sys_domain_path>/</sys_domain_path><sys_id>832125cc97457e94e8fb3756f053afc7</sys_id><sys_mod_count>0</sys_mod_count><sys_name>Sync eap_team ⇄ assignment_group (rm_sto</sys_name><sys_overrides/><sys_package display_value="Strategic Planning" source="sn_apw_advanced">a38ac49ccbf511104abddcbcf7076dec</sys_package><sys_policy/><sys_scope display_value="Strategic Planning">a38ac49ccbf511104abddcbcf7076dec</sys_scope><sys_update_name>sys_script_832125cc97457e94e8fb3756f053afc7</sys_update_name><sys_updated_by>DavidBarkhausen</sys_updated_by><sys_updated_on>2025-11-01 17:08:29</sys_updated_on><template/><when>before</when></sys_script><sys_translated_text action="delete_multiple" query="documentkey=832125cc97457e94e8fb3756f053afc7"/></record_update></payload>
<payload_hash>-1023244664</payload_hash>
<remote_update_set display_value="Sync EAP Team and Assignment Group">1544310897c97e94e8fb3756f053affb</remote_update_set>
<replace_on_upgrade>false</replace_on_upgrade>
<sys_created_by>DavidBarkhausen</sys_created_by>
<sys_created_on>2025-11-01 18:31:56</sys_created_on>
<sys_id>d944310897c97e94e8fb3756f053affb</sys_id>
<sys_mod_count>0</sys_mod_count>
<sys_recorded_at>19a40afefab0000001</sys_recorded_at>
<sys_updated_by>DavidBarkhausen</sys_updated_by>
<sys_updated_on>2025-11-01 18:31:56</sys_updated_on>
<table>rm_story</table>
<target_name>Sync eap_team ⇄ assignment_group (rm_sto</target_name>
<type>Business Rule</type>
<update_domain>global</update_domain>
<update_guid>a814f5c401c97e942362e363d7027416</update_guid>
<update_guid_history>a814f5c401c97e942362e363d7027416:-1023244664,4b2125cc31457e94e6d4ef5fd02a26c9:-1023244664</update_guid_history>
<update_set display_value=""/>
<view/>
</sys_update_xml>
</unload>
