Copy an answered form from a project to another

[Claudia Riverin]

Hello.

I would like to know if it is possible to send a form answered by a client of a company-managed project to a team-managed project? Ideally, by automation.

Because I would like a request made in the company-managed project to be able to trigger the creation of a similar request in the team-managed project. (To avoid customer to redo the same request in two projects)

Thanks!

[Tobias H · Accepted solution]

Hello @Claudia Riverin!

I have never tested it myself, but I believe you might be able to get it to work with an automation akin to this one?

Use whatever Trigger that fits for you (Forms submitted, Issue Creation etc)
Add IF statement to check for any/specific form
(Potentially more IF statements to not have it trigger all the time)

Then Clone Issue and select which project and what fields to copy

Then use a Branch for Most Recently Created (aka the Clone)
And use Copy Forms from TriggerIssue

Let me know how it goes!

[Claudia Riverin]

hello Tobias.

It seems that I can't find the If: Form attached option. Is it normal? I am in Standard Plan.

Sorry, it's in French...

[Samuel Gatica _ServiceRocket_]

Hi @Claudia Riverin 

You need to open the Automation page from the JSM Project Setting, only here it will show the "Forms attached" condition.

Best regards

Sam

[Claudia Riverin]

Thanks!

I am always confused between global and project Automation... ;) 

[Tobias H]

Was going to say the exact same thing as Samuel, as I encountered the same thing when I was capturing the screenshot myself :D

I think the major two difference between using Global and Single is:
* If object/assets, or AQL, are involved it's global
* If it's JSM specific it's single

But that's just how I think of it, so don't quote me on that haha

[Claudia Riverin]

Well. I'm trying since a few hours now... and I think I can't copy a form to another project because forms are allowed only in one scope project. Am I right? 

It clones the ticket but doesn't copy the form...

Will one day the form be into two different project ? I wish!!

Another way to do that? Thanks!

[Samuel Gatica _ServiceRocket_]

Hi @Claudia Riverin 

You can also save the form as attachment in the issue. In the form settings there is a configuration that allow you to save the form as pdf, then when you clone the issue also copy the attachments.

Best regards 

Sam

[Claudia Riverin]

Hourra! Managed to find a way to do it!!! Thank you so much for your help! You made my day! ;) 

[Samuel Gatica _ServiceRocket_ · Accepted solution]

Hi @Claudia Riverin 

Welcome to the community!

You may be able to accomplish this using Jira Automation. Please review the following post:

• Copy a Form to the same project and for different projects using Automation and API 

I hope this helps!

Best regards

Sam

[Claudia Riverin]

Will keep that as a reference thanks ;)