要約

Automation for Jira has an action called Attach forms. This action allows you to attach the PDF of one or more forms submitted via the customer portal/create new issue link to an issue. However, in case you want to use a Send email  action in your automation rule to email this form as an attachment to specific users, it is not possible to do so as the form does not get added as an attachment to the email that is sent out.

環境

Applies to Jira Service Management Cloud

ソリューション

First, we need to ensure that the field is not hidden in the Field Configurations and is configured to the View Issue Screen for the required Issue Type.

Then, we need to ensure that on form submission, a PDF is created. Kindly follow these steps:

1. In your service project, go to Project Settings > Forms.
2. Click on the form which you want to use.
3. Go to the Settings tab.
4. Under Form submission , enable the toggle next to Create and attach a PDF of the form to the issue.
5. Click on Save Changes.

Secondly, we will add a piece of code in the Send email action which will create a hyperlink in the email sent out. When the user clicks on the link in the email, the form will get downloaded.

The automation rule will be as follows: 

In the Attach forms action, please ensure to check the option as highlighted below:

Add the following code in the Content of the Send email action as is. Please do not make any changes to it.

<ul>
{{#issue.attachment}}
<li><a href="{{content}}">{{filename}}</a></li>
{{/issue.attachment}}
</ul>

The hyperlink in the email received will look like follows: