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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!

Accepted answers

Samuel Gatica _ServiceRocket_

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

Tobias H

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?

Screenshot 2024-10-08 at 22.08.01.png

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