Exporting specified fields from ProForma form

Kevin Lukas Wagner March 24, 2022

Hi everyone,

I want to create a process:

1. Employees fill out a ProForma form with information
2. Only a part of this information should be extracted to an Excel sheet and later be processed further

How can this possibly be realized?
Can I use post functions for that?

Thank you already in advance!

Kevin

1 answer

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Ste Wright
Community Leader
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March 25, 2022

Hi @Kevin Lukas Wagner 

Not that I know of - I'm pretty sure the export format is all-or-nothing.

I think it'd be easier to export to Excel then have validation in Excel to limit or refine the data on display.

Ste

Kevin Lukas Wagner March 28, 2022

Hi @Ste Wright ,

Thank you for your answer.

Do you have experience with Groovy Scripts which can fulfill that Use Case?

Regards,

Kevin

Ste Wright
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 28, 2022

Hi @Kevin Lukas Wagner 

Not something I've attempted previously.

I couldn't find documentation or another question related to this specific need either - but you could try...

  • Getting hints from the Groovy Script Examples in the documentation - see:
  • Contacting Atlassian (who are now the vendor) for more direct assistance - see contact options listed on the Support tab on Marketplace

Let us know if you find a solution using Groovy!

Ste

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