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Use Rovo to summarise form responses

Matt Paton

I have some safety checklist audit forms we will be having staff submit through our portal. These contain a bunch of Yes/No/NA responses.

I would like to use Rovo to parse the form, and for any question with a No response, summarise the questions into a short summary explaining why the site is not compliant.

If all questions are a Yes, then just advise that the site is compliant.

I have tried a bunch of prompts in my automation, using the "Rovo Expert" agent, however it seems that Rovo is unable to read the data on the form, it can only read the ticket fields.

This is one of the simplified prompts I have tried:

Analyze the form for this work item for a 'Yes/No' questionnaire. List each question with a 'No' answer and its corresponding question title. Summarize the 'No' answers into a single paragraph.

If there are no 'No' answers, respond with "This site is compliant" only.

Any assistance would be appreciated.

Accepted answers

Christopher Yen

Hi @Matt Paton welcome to the community!

As a workaround you may be able to enter the smart values of the form responses into the rovo prompt, if they're linked to Jira fields you can use the "View available smart values" tool in the automation prompt, if not linked you can access the smart values referencing this guide. https://support.atlassian.com/jira-service-management-cloud/docs/access-smart-values-for-forms-and-form-fields/

or you can add the form responses to the work item view either as the linked jira fields or using automation to write to a custom field to make the data available to rovo.

All comments

Ajay _view26_

Hi @Matt Paton

Welcome to the Atlassian Community!

Forms in Jira Service Management are a relatively new integration and are stored separately from standard request fields. Because of this, they aren’t directly accessible in the same way as request fields.

To achieve your use case, you would likely need to develop a custom Forge app that can access and read the form fields. Refer - https://developer.atlassian.com/cloud/forms/rest/intro/#using-the-rest-api

You could then use the Rovo interface to invoke a custom app–based Rovo agent, which would allow you to summarise or process the form responses as required.

Cheers

Ajay

Christopher Yen

or you can add the form responses to the work item view either as the linked jira fields or using automation to write to a custom field to make the data available to rovo.

Matt Paton

Thanks, will check this out!

Matt Paton

Thanks, will check this out!

Matt Paton

I ended up referring to the form fields using the form ID. Then using Rovo to parse them all and return a list of any failures.

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