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How to print/generate PDF with certain issue fields

I have a helpdesk used for logging requests for lab work. We would like to be able to automatically generate a summary PDF with just a couple of fields when the issue is created. This would then be printed and attached to the physical parts whilst they are sent to the lab.

I have come across from add-ins but these are too expensive for my need. I also know I can print the entire issue, but this is too much detail for what I need.

Is there any way I can do this using perhaps a Form and Automation?

Thanks

1 answer

0 votes

Hello @Jamie Wilson

Thank you for reaching out.

Unfortunately, Jira does not have a feature to automatically print/export an issue with specific fields once it gets created. Here are the options that can provide you with something similar:

1 - Manually export issues to CSV:

You can select a specific set of fields of a specific set of issues and properly export them to a CSV file, which can be opened in any spreadsheet software or converted to PDF. These would be the steps:

  1. At the header of the page, click on Filters > Advanced issue Search
  2. Create a JQL query returning the issues you want to include in the export
  3. On the right side of the query, select to display it in List view
  4. Select the columns/fields you want to export
  5. At the top-right corner, click to export > Export Excel CSV (Current fields)

2 - Create a custom field to collect the summary of the fields

You can create a custom field to concatenate the values of all the fields you want, using automation with smart values to collect those values at the issue creation. These would be the steps:

  1. Create a paragraph custom field
  2. Add the field to your project screens
  3. Create an automation rule to copy the values of the fields you need into the new custom field, using smart values. E.g:
    Let's suppose you need the fields Assignee, Text, and Reporter to be copied. This would be the automation rule:
    Screen Shot 2022-06-27 at 15.16.09.png

Let us know if this information helps.

Thank you Petter for your suggestions. Unfortunately I don't think they will work for my use case, but I appreciate the support.

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