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Using Jira automation, how can i attach a form from one ticket to another?

We have multiple boards in our organisation. I have created an access request using the Jira Request Type. I have attached a form to the request.

I created an automation rule which, when a ticket is created using this request, a new ticket will be created in another project for the onboarding team to take action.

However the 2 projects use different workflows and different Issue types. How can I use the automation tool to create the second ticket and attach the filled out form from the original ticket, to the new ticket in the second project?

Thanks for the help

1 answer

0 votes
Darryl Lee Community Leader May 10, 2022

Whoa I did not know about Forms. That is pretty cool stuff! Sure wish they would make some nicer documentation though, with like pictures and stuff.

Anyways, the bad news is, Automation does not currently support copying of attachments. There is a feature request for this:

The bummer is that I think this feature used to be available in the Server/Data Center versions of Automation: AUT-162 and AUT-186 

Or was that just wishful thinking, @Nick Menere [Atlassian] ?

Darryl Lee Community Leader May 11, 2022

Oh, I should mention that there is a third-party add-on for Jira that supports cloning/copying of issues along with attachments: Deep Clone for Jira 

You'd have to modify your workflow to use a post-function to kick off the clone after the initial request is created, as opposed to using Automation.

Ok. So coping attachments is not an option.

What could i do to help the project B people see the ticket with the form attached in project A? I obviously dont want to add them as users to project A.

Is there any work around you could think of? Maybe adding a link to the form somehow?

Darryl Lee Community Leader May 11, 2022

Huh. Yeah, I don't have much experience with Forms (fka ProForma), but from the UI it doesn't appear that Forms can be shared across projects, only copied:

Screen Shot 2022-05-11 at 10.56.02 AM.png

Further, I saw no option to Share/Link to the actual form within a request.

OH! But I may have found a way to link to the attachment (assuming you configure Forms to save it as PDF):

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