Automation

ProForma comes has it’s own native automation and can also work with Jira’s automation tools. Combining forms with automation allows you to:

• Streamline processes

• Improve compliance

• Use information collected on a single form to route issues to paths on a Jira workflow. 

Tasks that can be Completed with Automation

• ProForma automation

  • Add a form when an issue changes to a new status

  • Change the status of an issue when a form is submitted

  • Prevent a status change if a form is not submitted

• Jira Service Management Automation (Legacy Automation)

  • Add a form when an issue changes to a new status

• Jira automation

  • Copy completed forms to a new issue (parent issue, subtask, etc.)

  • Use the value of a ProForma field to trigger an automation rule

  • Access form data in automation rules

  • Dump data from multiple fields into one Jira field