Copy a Form to the same project and for different projects using Automation and API

[#1]

Work has already started on the new Forms API functionality and we now have some experimental APIs available for use. So now Marketplace Partners can already integrate forms into their products.

For more information, please refer to the features below:

•  JSDCLOUD-10671 - REST API for ProForma/Forms in Jira

As an extra option of workaround to the feature request "Forms Automation: In ProForma for Jira Cloud, allow copying forms between Issues with Automation", this article is meant to help users who want to use the new experimental features of the Forms API to automatically copy a form between tickets.

Workaround steps:

• Create an Automation rule:
  • First, it will be needed to create an API token for the Web Request process. The Web Request needs your credentials and an API token encoded with base64.  For more information about this procedure, please refer to the documentation below:
    -    - Automation for Jira - Send web request using Jira REST API
    
    
  • We need to use the new API functionality of "Copy forms" in a Post web request. For example:

    • Copy a form on an issue status transition to a linked issue:
      

      - The web method will be a POST:
      

      POST https://api.atlassian.com/jira/jira/forms/cloud/{cloudId}/issue/{sourceIssueIdOrKey}/form/copy/{targetIssueIdOrKey}

      - The cloudId will be your Cloud ID and not your Org ID. The easy way to get the cloud id is to go to https://<instance>.atlassian.net/admin/jira-service-desk/portal-only-customers. You will get the Cloud id in the URL (e.g.: https://admin.atlassian.com/s/<cloud_id>/jira-service-desk/portal-only-customers)

      - The issue ID or issue Key that you are using. To add the issueId or issueKey dynamically, you can use the smart value {{issue.id}} or {{issue.key}}
      
      

      - The formId will be in the universally unique identifier "uuid" format. To get it you can use the Forms properties structure below:

      https://<yourCloudURL>.atlassian.net/rest/api/2/issue/<issueId>/properties/proforma.forms

      

      - To add the formId dynamically, you can use the smart value below:

      {{issue.properties."proforma.forms".forms.uuid}}

      - The targetIssueIdOrKey will be the issue that you want to copy. The icing on the cake here is to use the smart value below to get the ID of the linked issue:

      {{issue.issuelinks.inwardIssue.key}}

      - The automation rule will be as shown in the screenshot below:

      

 Note: To call experimental methods the "X-ExperimentalApi" and "opt-in" header must be provided on the web request headers.

This workaround will work as shown in the screen recording below:

 For different projects, the workaround will be the same, but with just a few more details:

1. The automation rule must be with a global scope containing the projects that will communicate (where the forms will be copied and sent), in this example, I use two projects:
   
2. It will be necessary to add a way to filter the linked issue containing the form that you want to copy, this will depend on each use case, in this example, I used "issues blocked by".

This workaround will work as shown in the screen recording below:

[Ralph Gerald Varon]

Is there a smart value

{{issue.properties."proforma.forms".forms.uuid}}

if multiple forms are attached, it will return multiple uuid as well. how can we get the UUID of a specific attached form? 

[Mogens Hald Kristensen]

The target issue id  smartvalue should be {{issue.issuelinks.outwardIssue}}

[Bruno Altenhofen]

Hello @Ralph Gerald Varon

Allow me to share with you this article that explains how to manipulate multiple forms separately:

• Automatically update Form fields answers and manipulate more than one form on an issue

Thanks!

[Mauricio Heberle]

It works for multiple projects, Ive just tested here. Thanks!

[Bruno Altenhofen]

Hi @Mauricio Heberle

Thanks for the feedback!

Yes!!! I've updated this info in the article!! :D

Cheers!!

[Mauricio Heberle]

@Bruno Altenhofen You're welcome! If this could be added to the component "Add Form", would be great. Also, I noticed that for some automations, it is necessary to refetch issue data before sending the web request.