ProForma Automation Rules

Creating an automation rule using Jira Automation

The following video provides overview on how to create an automation rule on Jira Automation:

Additional information can be found at Learn how to create and edit automation rules - Atlassian Cloud Automation Support

Commonly used automation rules equivalents

ProForma Automation

Trigger: Form Submitted

Jira Automation equivalent

 

To recreate this behavior use the Forms submitted trigger.

The ProForma trigger was also bound to a specific form. When recreating the rule in Jira Automation, users can select the specific form to match this behavior.


Trigger: Status Change

 

Use the Issue transitioned trigger component and specify the To status.

 

Trigger: Status Change

 

Use the Issue transitioned trigger component and specify the To status.

 

Rules not available

The following ProForma automation rule and legacy Jira Service Management Automation Action are not available in the new first party form builder.

ProForma automation What is changing?

The Prevent the status change rule is being retired.
This workflow validator is not available in the first-party Jira form builder.

Workaround: Users may use the If: Form Attached component in Jira Automation to check if a form is present and/or submitted/locked. If the form is not present and/or submitted/locked, users can choose the status can be changed back to another status.

Legacy JSM Automation Action
The legacy Jira Service Management automation action Add a ProForma form will stop working immediately after customers are migrated to the new native forms solution.
This feature was not ported to the new native forms solution because legacy Jira Service Management automation is being retired and the usage of this feature did not warrant reimplementing for such a short time.
Solution:
Rebuild the rule using the Attach Form action in Jira Automation.

Published on  and maintained in Cascade.