ProForma form automation

This form is submitted

• Note that a form must pass all validation rules in order to be submitted

all forms are submitted

• checks that all other forms attached to the issue/request have been submitted

the status is

• checks that the current status of the issue/request matches the specified status

change the issue status to

• changes the issue to the desired status.

Note that a valid Jira workflow transition must exist in order for the issue to change to the designated status on form submit.

The status changes to

• specify the status required to trigger this rule

the issue status was

• checks the prior status of the issue.

add this form to the issue 

• a copy of the form will be added to the issue

• and allow duplicates 

  • allows multiple copies of the form to be attached to the issue

• if this form is not already attached

  • prevents duplicates of the form being added to the issue by the automation rule

• and set form to External 

  • makes the form accessible from the JSM portal

• and set from to internal 

  • the form can only be accessed on the issue and not via the portal

A Jira workflow validation is performed

• this rule is checked if the Jira administration has set a workflow validator to check for a ‘Specific ProForma Form(s)’

this form is not attached and is not submitted

• the form must be both attached and  submitted

the issue is changing from

• specify the previous status

the issue is changing to 

• specify the target status

prevent the status change 

• the status change will be blocked unless the form is attached