How to Convert Attached Form in Jira Request to Description for Unito Sync

[Sandra Peralta]

Dear Jira Community,

We are currently integrating Jira with Wrike using Unito. Everything is syncing correctly, except for the attached form in our Jira requests. Since Unito does not capture attachments (like PDFs), we need a way to convert the attached form data into a field that Unito can sync, such as the issue description.

What We Have Tried:

• Mapping custom fields: The form data is not stored in standard Jira fields.
• Checking Unito's capabilities: Unito does not support syncing attachments.

What We Need Help With:

• Is there a way to extract the content of an attached form (PDF) and insert it into the description field automatically?
• Could an automation rule or script accomplish this?
• Any alternative solutions to make the form data sync with Wrike?

thank you for your help

[Aron Gombas _Midori_ · Accepted solution]

@Sandra Peralta I am not very familiar with the components you mentioned, but you can export Jira SM forms to PDF using the Better PDF Exporter app and email those PDF files to an email address.

A PDF with the forms looks like this, but you can reduce the PDF template to contain nothing else, but the forms:

If the other party, Unito, can poll external mailboxes and read information from there, it could be a potential integration path!

(Discl. it is a paid and supported app developed by our team. Free for 10 users!)

[Tomislav Tobijas]

Hi @Sandra Peralta ,

Yeah, you can probably do that by using the following approach.

1. When building a form, set Field key for each field in your form. It doesn't matter if the field is connected with Jira field or not.
   
2. Build up an automation that will store all values from the form into one rich text/paragraph field.
   You can use forms submitted trigger and then access those fields by using smart value such as {{forms.last.reqbody}} where <reqbody> is field key from the example.

Once that automation is executed, you can pull this field value with Unito.

For more references about accessing form values, check here:

• Access smart values for forms and form fields 
• Using Forms Smart Values / Atlassian Community 

Hope this helps.

Cheers,
Tobi

[Sandra Peralta]

Hi Toby,

Many thanks for your help!
After several attempts, we finally followed the first part of your solution, and thanks to the link you shared Using Forms Smart Values / Atlassian Community  especially the “Retrieve Form Data” section, it worked perfectly.

Truly appreciate your precious support , you helped us save both time and money! 😊

Best regards,
Sandra

[Armitha Reddy Toorpu Ceema]

Hi @Sandra Peralta 

Good day!

To convert an attached form in a Jira request into a description field for Unito sync try the below given steps:

Approach 1: Use Automation Rules

1. Go to Jira Automation:

   • Navigate to Jira Settings → System → Automation rules.

   • Click Create rule.

2. Set a Trigger:

   • Choose Issue Created or Issue Updated (if attachments can be modified later).

3. Check for Attachments (Optional):

   • Use "Issue Fields Condition" → Field: Attachments → is not empty.

4. Extract Data from the Attached Form:

   • Jira Automation doesn’t extract text from attachments, so you may need an app like Forms for Jira or ScriptRunner to parse the file.

   • Alternatively, if the form is structured (e.g., a JSON or CSV file), use a custom script to read its content.

5. Edit Description Field:

   • Add an "Edit Issue" action.

   • Set Description to include extracted content.

6. Save and Enable the Rule.

Thanks,

Armitha.

[Marc - Devoteam]

Hi @Sandra Peralta 

@Tomislav Tobijas provides an option.

But I'm curious, why does mapping to Jira fields didn't work.

Have you linked the custom fields to the form fields in the form?

link-a-form-field-to-a-jira-field