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Attach an Excel file

Kashif Rahman
Contributor
November 5, 2024

Hello everyone,

I’m looking for a way to streamline our ticketing process by attaching an Excel file to tickets that users can download, fill out, and reattach when they submit their response. Ideally, the workflow would look like this:

  • The system attaches an Excel file to the ticket while creating 
  • Users download the file, fill it out with the necessary information.
  • Users reattach the completed file to the same ticket and submit it.

Any guidance on how to set this up would be greatly appreciated!

Thank you for your assistance!

1 answer

1 vote
Septa Cahyadiputra
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November 5, 2024

Hi @Kashif Rahman

Any specific reason why excel file can't be replaced by form? If the attachment is necessary, I believe you should add it into the transition validator. I found this question thread that might help you to start:

https://community.atlassian.com/t5/Jira-questions/Workflow-transition-dependent-on-attachment/qaq-p/1765403

Hope it helps.

regards,
Septa Cahyadiputra

Kashif Rahman
Contributor
November 5, 2024

Hi Septa, 

Thanks for your reply. 

I want to attach an Excel file because the number of columns is fixed, but the number of rows can vary. Do you know it that some achievable via forms? 

Septa Cahyadiputra
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November 6, 2024

Hi Kashif,

I think it would be better if you use form to collect the information in Jira, then use the Jira Cloud for Excel apps to import the data into excel file. 

Asking a user to fill the data in excel and uploading it back might cause maintenance issue in the future. Also, you are not able to validate the input data as well.

Hope it helps.

regards,
Septa Cahyadiputra

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