Trigger a second ProForma form when the first form is created

Farrukh Botirzoda November 19, 2021

Is there a way to to automatically attach a second form to the first form, when the first form is created? Example: User creates form A and once the creation process is complete, form B should be automatically attached to form A and accessible to be viewed.

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Peter Preston
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November 29, 2021

Hi @Farrukh Botirzoda 👋

There are instructions on adding forms on status change. You can find the ProForma documentation on automation here:

http://links.thinktilt.net/form-automation

 

Let me know if these instructions help. If not, we can work through how you might get what you need from Automation.

Farrukh Botirzoda December 10, 2021

Thank you this is helpful.

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Jamie Schwartz January 19, 2022

@Peter Preston  do you know when this will be available in Jira Service Mgmt now that Proforma is part of native "forms" setup? I don't see anything in our workflow transitions post validators or Rules in the form config that allows for automation or rules to be created. 

Thanks!

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Peter Preston
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January 19, 2022

Hi @Jamie Schwartz - automation is coming out soon for the new native forms features. If you have the ProForma cloud app, you can continue using the ProForma automation.

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