ProForma works with Jira Service Management's automation engine in Cloud and Server/Data Center to let you automatically add forms to issues.

Create a JSM Automation Rule (Cloud)

ProForma forms are available as an action within the JSM Automation rules.

To create a JSM automation rule

  1. Go to Project Settings

  2. Select Automation

  3. Select Legacy Automation

  4. Select either an existing rule or click Add Rule

  5. Under Then do this…

  6. Select Add a ProForma form

  7. Choose the required form

  8. Select whether to Allow duplicate copies of the same form to be added to the request

  9. Select whether to set the form to External, which will make it accessible via the JSM portal

  10. Click Save

Create a JSM Automation Rule (Server / Data Center)

ProForma forms are available as an action within the JSM Automation rules.

To create a JSM automation rule

  1. Go to Project Settings

  2. Select Automation

  3. Select either an existing rule or click Add Rule

  4. Under Then do this…

  5. Select Add a ProForma form

  6. Choose the required form

  7. Select whether to Allow duplicate copies of the same form to be added to the request

  8. Select whether to set the form to External, which will make it accessible via the JSD portal

  9. Click Save