Delete a Proforma Form through automation

[Matt Steadman]

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

[Kim Poulsen]

We do the same as Maarten. The filter is the same in both boards. The difference is that you map different statuses on each board.

Ex. you have statuses (Open, Progress, Closed, QA Progress, QA Closed)

In one board you map (i.e. assign status to column) like this:

Open, Progress, Closed (leaving the QA statuses unmapped)

The other board maps like this:

Closed, QA Progress, QA Closed (using Closed as the starting point on this board)

I hope this clears it up for you.

[Vivek Mittal]

thanks Maarten,

would you be able to share your Filter Query? or exmplain how your filter moves the tasks?

[Maarten Cautreels]

The way we currently doing it is the following:

We have a DEV Scrumboard with these columns:

Our QA board is actually a Kanban board because in our case QA is working for different teams and issues might be tested during the DEV sprint as well as after the DEV sprint. Once the story/bug/improvement reaches our "custom" status "To Be Tested" it is displayed on the QA board because the QA filter defines that.

Since the To Be Tested status is in the last column of our DEV sprint those issues are "removed" from the DEV scrumboard once we end the sprint.

So basically the filters behind your boards manage this in combination with the fact that the status which is linked to QA is in the last column of your Scrumboard.