Come for the products,
stay for the community

The Atlassian Community can help you and your team get more value out of Atlassian products and practices.

Atlassian Community about banner
4,362,886
Community Members
 
Community Events
168
Community Groups

Delete a Proforma Form through automation

I know that you can create a Proforma Form through automation. Can you delete a form through automation?

We have a workflow step that if entered into, the form is no longer relevant. Is there a way to have that form delete without the user manually having to do so?

Thanks

1 answer

1 accepted

0 votes
Answer accepted

Hi Matt,

There isn't a way to automate that right now. We've investigated this with Automation and scripts, but don't have a workaround yet. To my knowledge, there isn't an option for this in the API Documentation via REST API either.

I've added this to our internal product board and let the product manager know. If I have any updates on this I'll holler back at you.

Thanks,

Peter

 

UPDATE: Something else to consider here is that you may not need the info captured in the form once the issue transitions to a certain status, but would there be any audit concerns? 

@Peter Preston - is there an update on this?

BTW - my use case is that I want to replace an existing form to ensure that the issue has the latest version of the form.  So I was going to just delete it then the next time the form is added, it will be the latest version of the form.

Like Peter Preston likes this

Thanks for your question, @David Stokes

I may not fully understand the use case, but would updating the original form work instead of replacing the form entirely? 

Or are you saying that the form template (i.e.: the questions you're asking) itself needs to be updated?

Hi @Peter Preston 

My understanding is when a form is added to a Jira record, it's the form as it was at that point in time.  If I go and modify that form, eg: add some more fields, if I go into that same Jira record, the form will not have those extra fields.  So in that case I need to delete the form and add it manually in order to get to those extra fields. 

Thanks
David

Gotcha! Yes, the form is a point-in-time record of the questions asked. If you update the form template to include new questions you will need to update it on each issue where you want users to see the most up-to-date questions.

That automation is not available at the moment. This is on the product backlog, but I'm not able to say if/when it will be developed. 

If you're updating the form template on an issue, are you going back to the requestor to re-fill the form? I'd like to understand your requirement so I can share this back to the product team.

The scenario is that we might be partway through a process and something changes in the process meaning that we need to go back and update the data on the form.  I know now how to reopen an existing form on an issue and in most cases that should be fine.  But there will be cases that since the form was originally filled in, we may have modified the form, particularly when the process is still evolving.  It's just creating extra work having to go through them and delete and re-add the form

Happy to provide more details.

Like Peter Preston likes this

Thanks for sharing that, @David Stokes. How would you trigger an automation to replace the older forms? Put differently, would you modify your workflow to trigger this kind of automation? 

@Peter Preston there will be somewhere in the workflow and logic that would then kickoff an automation to go back to the previous step.

Like Peter Preston likes this

Thanks @David Stokes 

I'll flag this with the product team. 

Suggest an answer

Log in or Sign up to answer
DEPLOYMENT TYPE
CLOUD
PRODUCT PLAN
STANDARD
PERMISSIONS LEVEL
Site Admin
TAGS

Atlassian Community Events