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Coping completed Form to a Automation created Request Type using Automation

lapacquah_bryant March 25, 2024

Hello,

Can we copy a completed Form, from one Request Type (1), to the Issue View of another Request Type (2), using Automation?  The Request Types are in two different projects. 

I tried to use copy Form however, its not coping in the newly created request ticket, using Automation.

Where can I find the Automation for Jira, Issue View?  I noticed on the Request Type I want to copy Form from does have a Form attached.  I am not able to get it to copy using Automation.  See a portion of Automation rule below.

Thank you.

Screenshot 2024-03-25 at 2.08.23 PM.png

 

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Joseph Chung Yin
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
March 25, 2024

@lapacquah_bryant -

Have you consider when an issue is created utilizing the FORM setup that Save the Form as a PDF and attached to the issue.  Afterward, you can use automation to copy the attached Form to another project's issue as needed.

Here is the reference link - https://confluence.atlassian.com/jirakb/how-to-send-jsm-form-pdfs-as-an-email-attachment-to-specific-users-using-automation-1167830111.html

See image below on the Settings tab to enable the attachment function -

2024-03-25_13-55-46.png

Hope this helps.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Technology Applications Team

Viasat Inc.

 

lapacquah_bryant March 25, 2024

Hello @Joseph Chung Yin 

Thank you I will see if this will work.

lapacquah_bryant March 26, 2024

Hello @Joseph Chung Yin 

I was able to attach a Form.  However what I would like is to populate the information from within the Form onto the Automation for Jira created Issue.

What I found was you can only use 'Copy' or 'Attach" Form within a Single project.  Trying to figure out how to get information from one project to another.

Would adding Form to the project that is tied to the issue created by Automation for Jira work? 

 

Thank you 

Joseph Chung Yin
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
March 26, 2024

@lapacquah_bryant -

Since the FORM is used in your project A in project creation, I am assuming that the FORM's elements (some of them) are mapped to the project A's issue's field.  If that was the case, then your automation rule can be designed to access project A's issue's fields and copy them into your project B's issue in addition to just copying project A's issue's attachment for project B's issue.

This also assumed that the same issue's fields and their context are used in both projects.

Hope this helps.

Best, Joseph

Like lapacquah_bryant likes this
lapacquah_bryant March 28, 2024

Thank you @Joseph Chung Yin 

  1. For the first question when you say Issues field, which "Field" where would I check?  The reason I ask is because when I check the Fields section of project A, there are a few fields missing in this section.  When I review the Screen via Issue Type I see all fields mapped to project A's.
  2. If that was the case, then your automation rule can be designed to access project A's issue's fields. Copy them into your project B's issue:  Question - Are you talking about using Automation Action "Then: Create a new" to "Copy" fields via "Choose Fields to set"?  If yes, these are showing on project's B ticket, however under the Details section vs Issue View (in the middle).  Is there a way to get them on the Automation for Jira "Issue View"?
  3.  In addition to just copying project A's issue's attachment for project B's issue.  Are you referring to using the Automation Action:  Attach forms?  After mapping fields, do you thing the Copy forms can work?

Thank you

lapacquah_bryant April 2, 2024

Hello can someone from community please review and provide feedback. 

Thank you 

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