Automation rule to get email notification along with report before 5 days of due date.

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Platform Notice: Cloud, Server, and Data Center - This article applies equally to all platforms.

Summary


This document can be referred to create an automation rule to send an email notification along with the list of issues that are due in 5 days.

Environment

Jira cloud automation.

Solution

Follow the below step-by-step instructions to create an automation rule for the scenario discussed above.

  1. Create an automation trigger based on your requirement. Here in this example, we have used a "Schedule trigger" to set up this rule. The below schedule trigger will execute every day at     9:00 AM Asia/Calcutta time zone.

2. Use the "Lookup issue" action which will lookup the issues based on the JQL used. To find the issues that are due in 5 days, you can use the following JQL.

duedate >= now() and duedate <= 5d

Using the above JQL, you can configure the rule as below:

3. The last step is to use the "Send email" action and enter the recipient email address in the TO address. In the body of the email, use the {{lookupIssues}} smart value and this will list all the issues in the email body which are resulted from the JQL in the lookup issue action of step 2. Additionally, you can use the other smart values like {{key}} and {{summary}} as shown in the below screenshot which will give more informative email content.



Last modified on Jan 14, 2022

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