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

[Renjith Pillai · Accepted solution]

Are you seeing the 'Project Overview' in Planning Board of Version? If you are seeing Version, and all your issues have a fixVersion associated with it, then you won't see any issues if the selection in on 'Unscheduled' items. Change to 'Project Overview' to see all the issues associated with the context you have set.

[Marcel_R__Ackermann]

In Planning Board -> Version I only do have 'Unscheduled' as third-level option, which is expected, since I don't use Versions.

I can select Planning Board -> Project Overview, but the view is empty and there are no third-level options.

I do have FixVersion disabled in the Field Configuration Scheme, so I assume that no issue has set any FixVersion.

I do not have need for Versions (or Components), I use JIRA as a customer care helpdesk (no software development involved) and I want to use the drag-and-drop capabilities of GreenHopper to assign issues to workers.

[Renjith Pillai]

I just tested it, unhide the FixVersion in your field configuration scheme and things should work as normal. GH depends heavily on this field for all its operations.

[Marcel_R__Ackermann]

You are right. With FixVersion enabled, at least all newly created issues do show up. Thanks.

(Of course, this solution is a little bit disappointing since I do not need the FixVersions for anything, and now it is just wasting space on the issue screen. But, anyways ...)

[Renjith Pillai]

Just a question, you mentioned drag & drop to assign to workers? Drag and Drop actually happens for Versions and am a bit unclear how you are using it for assignees.

[Marcel_R__Ackermann]

When in the Planning Board -> Assignee view there is a list of all assignable users to the right. Drag-and-drop a card on an assignee acts just as the assign action on the issue screen.

Unfortunately, it seems that you cannot bind screens to the drag-and-drop action. This is something that seems only to be possible with the Rapid Board (it uses the transitions), but only if you also switch the status (= column).

So essentially, none of these approaches work perfectly. I would really like a Rapid Board view where you could just drag-and-drop issues to workflow transitions (with corresponding screens). This would significantly reduce the number of clicks needed when your role is to constantly delegate issues.

[Renjith Pillai]

Oh yes, I missed that Assignee menu :)

And regarding screens, screens are actually associated with either edit option or with a transistion. In that sense for your usecase, while marking an item to 'In Progress' (from open) you could use the Rapid Board since it involves a transistion. But one transistioned, if changes as needed, then 'Edit in Jira' is the possiblity.

[Thomas Schlegel]

Hi Marcel,

are your issues still open ? The Planning Board shows only open issues.