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.

Automation Options

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

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

  • Automation for Jira (Server)

    • 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

  • Project Automation (Cloud)

    • 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