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How can I attach a document to an issue through Automation?

Let me give you an example of what I'm trying to do.

If a task needs to go through Security, I'd like to create a sub-task titled "Security Paperwork" and attach the PDF form to the issue.

I have no problem using Automation to generate the sub-task after the appropriate requirements have been reached, with the appropriate title.

I cannot figure out how to attach the PDF form to the sub-task. I would like to just drag the PDF to that "Copy Attachment from Current issue" chiclet, but that's not an option.

Untitled.png

2 answers

1 vote
Steve Long -Evelon-
Rising Star
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May 15, 2023

Hi @Andrew

So currently, Jira Automation doesn't support adding attachments. Aka there's nowhere in this UI where you can upload an attachment to be added to newly created tickets - there's an open feature request for this.

Couple of things that are maybe worth thinking about though:

1. You can use the Jira REST API to add attachments to tickets.

2. You can copy attachments from related tickets as per your screenshot - so in theory if all of these newly created tickets had a common Parent/Epic (established via another automation rule maybe), they could be copied across.

Hope that helps - Steve.

Thanks, Steve.

I think your confidence is misplaced: I don't think I can use the JIRA REST API.

A combination of "I don't own the server it's deployed to" (our IT won't give me access) and "I'm not comfortable using a REST API".

Should I just make a "Shell" epic, from which all new Epics can inherit attachments from? And then can I hide it so nobody else sees the sin happening in the background? I'm not sure how I would get that to work...

0 votes
Kristján Geir Mathiesen
Community Leader
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Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
May 15, 2023

Hi @Andrew and...

giphy

I believe you cannot with JSM OOTB GUI feature.

However, you can add an attachment via the REST API. See the answers on this question.

HTH,
KGM

hahaha! I'm glad you've got a sense of humor.
But you've used too many acronyms for me to understand what you're saying. :(

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