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Home > HappyFox Help Desk > Account Configuration > Integrations > Project Management > Configure Azure DevOps Integration with HappyFox
Configure Azure DevOps Integration with HappyFox
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Azure DevOps Boards is a service for managing the work for your software projects. Teams need tools that flex and grow. Azure Boards does just that, bringing you a rich set of capabilities including native support for Scrum and Kanban, customizable dashboards, and integrated reporting.

 

With the Azure DevOps integration, HappyFox agents can create work items and monitor work item activity in the Azure Boards projects right from the linked ticket details page.

Applicable Plans: ✖️ Mighty ✖️ Fantastic ✔️ Enterprise ✔️ Enterprise Plus 

Also available on all unlimited agents pricing plans!

HappyFox integration with Azure DevOps allows your agents to:

  1. Create a new work item in Azure DevOps from within a ticket and link it.

  2. Link an existing work item with a ticket.

  3. Edit a work item linked with a ticket.

  4. Enable two-way real-time synchronization between Azure DevOps work-item-comments and HappyFox ticket updates/private-notes.

  5. Synchronize attachments from HappyFox ticket to Azure DevOps work items.

  6. Auto-closing of HappyFox ticket, when linked Azure DevOps work item, is marked done.

 

Integration Prerequisites

  • To create a work item, you must be a contributor to the Azure Boards project. If you don't have a project yet, you can sign up and create a project. For details, see Start using Azure Boards.
  • To perform integration setup with HappyFox, you must be a member of the Azure Boards Project Administrators group or Team Administrators group. To get added, see Set permissions at the project- or collection-level or Add Team Administrator.
  • Please login to Azure DevOps as an account admin > Navigate to the organization in which you are looking to integrate with HappyFox Helpdesk > Goto Organization Settings > Goto Policies Under Security > Ensure the toggle Third-party application access via OAuth is enabled. 

 

 

Integrating Azure DevOps with HappyFox requires the following two steps

  1. Authorizing HappyFox to connect to Azure DevOps 

  2. Configuring Sync Settings for Azure DevOps app inside HappyFox

Authorizing HappyFox to connect to Azure DevOps

1. Login to HappyFox and navigate to the “Apps” module.

2. Either search for “Azure DevOps” or navigate to the “Project Management” category to find the Azure DevOps app.
 

 

3. Click on the Azure DevOps tile and choose “Install”.

4. From the manage screen, click on the “Link Azure DevOps” button.

 

 

5. You will now be redirected to login to your Azure DevOps account.

6. Once the login is successful, you will be prompted to authorize the HappyFox app to connect to Azure DevOps. To do this, click on “Accept”.

 

 

7. You will then be redirected to HappyFox with the Azure DevOps app successfully configured.

8. Select the Azure DevOps Organization that you would like to integrate from the list.

9. Toggle "Enable App" as "Yes" to finish configuring the Azure DevOps integration.

10. Proceed to the next section: Configuring Sync Settings for Azure DevOps app inside HappyFox

 

Configuring Sync Settings for Azure DevOps app inside HappyFox

Once Azure DevOps is installed, you have to configure the various synchronization settings the app has to offer.

1. Navigate to the Azure DevOps app inside HappyFox and click on “Manage”.

2. You will be able to see the linked Azure DevOps account email address and Name.

 

 

3. You can synchronize HappyFox ticket responses and Azure DevOps task comments across the two platforms. These synchronizations will be in effect for the linked Azure DevOps tasks for a HappyFox ticket.
    3.1 Sync HappyFox updates to Azure DevOps: Enabling this toggle will let you push HappyFox ticket replies and Private notes as "Work Item Comments" inside Azure DevOps.
    3.2 Sync Azure DevOps comments to HappyFox: Enabling this toggle will let you synchronize Azure DevOps "Work Item Comments" as Azure DevOps Sync notes inside HappyFox.

The option to configure this two-way synchronization is available when you link or create a task from a HappyFox ticket.

4. You can also choose to synchronize attachments from HappyFox to Azure DevOps work items by enabling a toggle.

5. Additionally, you can enable and customize email notifications that will be sent from HappyFox for sync-notes. The notification template here will be used when a task-comment is added to Azure DevOps.

 

 

5. You can also set the default values for these synchronization options using the "When a new task is created or linked" section. These toggles will merely act as default values for the sync options as you create/link tasks,

 

 

6. Voila! You're all set with the Azure DevOps Integration 🎉. Read on to know how to create/link/edit tasks within the ticketing interface.

 

Linking and Creating Tasks in Azure DevOps from HappyFox

Look out for the "Info from Azure DevOps" section in your ticket details page right sidebar to access create/link options

 

 

Creating work items in Azure Boards from HappyFox:

 

 

Azure Boards work item information displayed in context of a HappyFox Ticket

 

Comments in Azure DevOps appearing as Azure DevOps Sync notes in HappyFox:

 

Sample private notes from HappyFox being synced as comments in Azure DevOps work item:

 

 

 

Frequently Asked Questions:

Q: I don't see the Azure DevOps app listing in my HappyFox app marketplace.

A:  Azure DevOps integration is available on Enterprise and above pricing plans of HappyFox. Please check with your help desk administrator that your agent role has the "Manage apps settings" permission.

 

Q: Who gets the notification for the Azure DevOps sync notes?

A: All agents with "Manage apps settings" permission.

 

Q: How many organizations in Azure Boards can I link with HappyFox?

A: At this point, it is possible to link only one organization with HappyFox.

 

Q: Do I need to be the administrator in Azure DevOps to configure the integration?

A: Yes.

 

Q: What does the "Close this ticket when Azure DevOps task is closed" toggle do?

A: When this toggle is enabled, whenever the linked Azure DevOps task is marked as complete, the HappyFox ticket will be automatically moved to the first status (by order) with the "Completed" Status behavior.

 

Q. Can a single Azure DevOps work item be linked to multiple HappyFox tickets?
A:
Yes, if there are repetitive support queries related to the same dev work item, then multiple HappyFox tickets can be linked to the same Azure DevOps work item.

 

 

Unlink/Remove Azure DevOps Integration

To unlink/remove Azure DevOps integration, please go to the Azure DevOps app manage page and click the "Unlink" button. This action will unlink all the Azure DevOps tasks associated with your tickets and delete your current configuration. Please exercise caution while this action is being performed.

 

 

To disable the Azure DevOps app temporarily, please choose to disable the app instead, from the "Azure DevOps Sync Settings" section.

 

 

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