Jira Cloud to Jira Cloud: How to sync forms and playbooks?

Hi,

We want to sync forms and playbooks that has been attached to a ticket from one Jira Cloud instance to another, but we are not sure if this is supported? These things does not seem to be exposed within the jira ticket itself (ex.: customfields), and does not seem to be available in the REST API that the httpClient Exalate uses.

Is this not possible, or is there something we have overlooked?

Great question! Currently, Exalate supports syncing standard and custom fields, comments, attachments, and worklogs between Jira Cloud instances. However, Jira Service Management “forms” (the new ProForma forms) and “playbooks” are not exposed as standard issue fields or custom fields in the Jira Cloud REST API, which is what Exalate relies on for data exchange.

Because these elements aren’t available via the API, Exalate cannot sync forms or playbooks directly between Jira Cloud instances. This is a limitation of the Jira Cloud API itself, not Exalate. If these features become available in the Jira API in the future, Exalate could potentially support their synchronization.

For more details on what can be synced, check out the official documentation:

If you need to sync other issue data, Exalate is a great fit, but for forms and playbooks, there isn’t a workaround at this time.

Dear Stian,

Exalate operates through the API library of the underlying issue tracker.

If no relevant endpoints are available, the only alternative is to perform external API calls. In that case, the required authorization would need to be included directly in those calls.

Kind regards,

Mathieu Lepoutre

Ok, thank you for confirming.

Best regards

Stian