How to email ProForma form of fields data?

Steve Dobrioglo

Hello,

How do you email ProForma form or fields data?

I have a form that gets filled and users want to have it emailed (fields data) at some point in the issue process, like when the status changes. ProForma has some automation but emailing functionality is not available - only adding the form to an issue.

I've tried creating custom Jira fields, linking ProForma fields to them, and then using automation to send an email. Unfortunately, custom fields I created are not available for selection in the email step of the automation.

How do I email ProForma fields content? I hope there's a way. Thanks much!

-Steve 

Peter Preston_eb5jie

Hi @Steve Dobrioglo and welcome to CAC 👋

Emailing Proforma Forms is not possible at the moment but it is on the roadmap (though I can't say when it will be developed). 

Other users have had success with Automation for Jira (AFJ) copying key fields into the email and then including a link to the issue. For example, you could say "Please see ISSUE-000 for full details." This isn't ideal but it is a pathway. You can see more about accessing the contents of ProForma Forms here.

Sometimes it helps to confirm that ProForma field data is making it to the right Jira field. In case it's helpful, here's more info on linking ProForma fields with Jira fields:

http://links.thinktilt.net/am-jira-fields

Happy to explore options with you here if none of this works.