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When a customer raises a request through portal automatically the response should go in PDF Format.

sai armitha October 14, 2022

To go the response in PDF format is there any Addon for that or any other ways.

3 answers

2 votes
Aron Gombas _Midori_
Community Leader
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Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
July 24, 2024

@sai armitha With the Better PDF Automation app, you can create a standard Jira Cloud automation rule with these components:

  1. Trigger: it is very likely that after the agent responds to the customer, the issue is transitioned to a status like "Waiting for customer", therefore use the "Issue transitioned" trigger to start the automation rule.
  2. Action: use the "send pdf" automation to export the issue to PDF, attach it to an email and send to your preferred recipient (for example the customer in this case, but you can also CC/BCC it).

Here is the step-by-step guide how to create a rule that implements this notification mechanism. It is not complicated, your result will look something similar to this:

send-pdf-config-cloud.png

(Discl. this app is developed by our team.)

1 vote
Alex Koxaras _Relational_
Community Leader
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October 15, 2022

Hi @sai armitha and welcome to the community,

So let me get this straight, you want to reply via email with a PDF attachment? And you want to make the user to click 2-3 more times till he/she the confirmation email? This is a bad UX.. 

Having said that, I don't know if one app alone will do the trick. To start I would use an advanced email handler, a pdf exporter and possibly scriptrunner. And again I wouldn't be sure if that is going to work. Have you search the marketplace for such app? 

sai armitha October 15, 2022

I AM Asking that currently response getting in text format. But I want to get the response in PDF format via Email.

0 votes
Vladimir Horev _Raley_
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February 27, 2024

Hi @sai armitha 

You can achieve this with our app - Raley Emails Notifications.

First, create a ODT template file based on which we'll generate a PDF. You can put static and dynamic data from your issue. 

Secondly, create a handler for Issue Created and specify reporter as recipient. In message template section specify:

#set($exportId = $raley.exportIssue($issue.key, "ID OF YOUR SNAPSHOT TEMPLATE")

$raley.attachToIssue($exportId, $issue.key)

 

So, the first line will create a PDF export of your current Jira ticket based on given template and the second line will attach it to the current email notification.

As we're developers of the app, please feel free to reach out if you need any further advice.

Cheers,

Vladimir | RaleyApps

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