Creating JSM issue from email and data from PDF file attached to email

[Ivan Franko]

Hello everyone, need to solve one thing, creating an issue in JSM from email but all info is attached in email in PDF file, what solution can be there (mb you know apps)? 

[Anwesha Pan]

Hi @Ivan Franko 👋🏻

First of all, welcome to community! ✨

To answer your question, I think you should be able to resolve this by connecting an email channel and using JSM automation rule. You might need market place apps like ScriptRunner or Forms for Jira.

Step 1: Set Up the Email Channel:

• Go to Project settings > Email requests to link your project's incoming email address. Mails sent to this address will automatically create tickets.
• For more details about Email Channel setup, please refer this document for more details.

Step 2: Handle the Attachment: 

• Ensure the PDF is properly uploaded as an issue attachment upon ticket creation.

Step 3: Automate Content Extraction:

• Navigate to Project settings > Automation and create a rule.
• Set the trigger to Issue created.
• Important: Since Jira's native automation cannot extract text directly from PDFs, you will need to utilize an add-on like ScriptRunner for Jira or a dedicated parsing tool to read the PDF and push its contents into a smart value.
• Add an Edit issue action to map the extracted text into the JSM issue's description field.

You can also refer this discussion for using market place app like Forms for Jira to utilize it for the same process.

I hope this answers your question. 🙂

Thanks,
Anwesha

[Ivan Franko]

Scriptrunner can extract pdf?

[Anwesha Pan]

Hi @Ivan Franko 

ScriptRunner by itself cannot automatically parse and extract content from PDF attachments, but you can combine ScriptRunner with a Java library or AI.

• Option 1: If your JSM is self-hosted, you can write a Groovy script in ScriptRunner that utilizes Java libraries to parse the attached PDF, extract the text, and map that text to JSM fields.
• Option 2: You can configure a rule where an attachment triggers the parsing app (Rovo AI), which then sends the data to your JSM ticket.
• Option 3: You could use Rovo DEV to create a simple Forge app or automation that uploads the PDF and extracts the text into Jira fields using built-in AI capabilities:
  - offers a screen where you can upload the PDF
  - extracts the texts from the PDF
  - finds out which text fragment should be mapped to which field
  - creates the work item in JSM

Thanks,
Anwesha

[Ivan Franko]

Thank you, will look 

[Anwesha Pan]

You are welcome @Ivan Franko 🙂