Is it possible to attach a fillable pdf to a request once it is created

Question

Looking for a solution to attach a fillable pdf to a jira incident once it is created.

For example.

A request is created for a new laptop

a pdf(hand receipt of record) in generated or attach from some location to the request so that the agent(property custodian) can fill it out and send it with the ticket to the next agent (technician imaging/issuing laptop) in the flow

Once laptop is issued agent has customer digitally sign pdf

signed PDF is archived internally or sent via email to property custodian to archive.

Antwyne · Answer

The goal is to be able to have the customer sign the form when the requestor picks up the equipment. The issue with archiving it internally is a security problem, because the digital signature lists user certificate information considered to be PII and is prohibited from being stored in Jira instance.

I like the Idea of creating a form then converting to pdf.

I am also exploring the ability to add a template pdf in Confluence that will attach to a specific type of ticket for agent accessibility. Would be nice if an automation rule could fill out form and save as requestor to ticket once sign be put in file share location.

Curt Holley · Answer

Hi @Antwyne

You could add a form at a point in the workflow and a comment for the next agent to fill out using automation.
Then at the end of the workflow you could PDF up the form for archiving...if needed.

To me, this sounds like something that could all be achieved with JSM with a form or two. Including the archiving....as in leave all the data within the work item, be it within a form or custom fields and it being in a resolved state as good as archives it. Yet it is still searchable, retrievable.

Tinker Fadoua · Answer

Welcome to the Atlassian Community @Antwyne !

Jira out of the box doesn't offer this option. You will need to use a script that will retrieve the file to attach it to your incident.

Do you use any Marketplace App for scripting?

Best,

Fadoua