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Automating a weekly email with updates from the past week

Jaco Nortier
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March 6, 2024

I'm currently trying to set up an automated email that gets delivered every Monday morning that would contain all the tasks with status In Progress or To Do as well as any comments or updates that have been made per issue. I've tried doing it via automation and managed to get timing of the mail set up, but struggling with using the smart tags to extract open tasks with each of their comments listed (as well as assignee and due date). 

2 answers

1 vote
Bill Sheboy
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March 6, 2024

Hi @Jaco Nortier -- Welcome to the Atlassian Community!

For a question like this, please post an image of your complete automation rule, images of any relevant actions / conditions / branches, an image of the audit log details showing the rule execution, and explain what is not working as expected.  Those will provide context for the community to offer ideas.  Thanks!

Until we see those...

Please look here to learn more about smart values in issues: https://support.atlassian.com/cloud-automation/docs/jira-smart-values-issues/

For things like an assignee, you may want to use {{issue.assigne.displayName}} to have their user name.  For due date, try using the various date formatting functions.

Kind regards,
Bill

0 votes
sandeepkudale
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September 28, 2024

@Bill Sheboy  We are tring same but not receiving mail of weekly updates, kindly guide what to do for this,

 

attached screen rule details and audit logs for sameScreenshot 2024-09-28 at 5.30.19 PM.pngScreenshot 2024-09-28 at 5.30.43 PM.pngScreenshot 2024-09-28 at 5.30.32 PM.pngScreenshot 2024-09-28 at 5.29.23 PM.png

Bill Sheboy
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September 28, 2024

Hi @sandeepkudale -- Welcome to the Atlassian Community!

First thing: this is an older thread, and so I recommend creating a new question.  That will ensure the maximum number of people see it to offer suggestions.

Back to your question...

You have created a rule with a Scheduled Trigger, using JQL which is checking the currentUser().  However for such rules, the rule actor is used, and that is the Automation for Jira user...and so no issues are found assigned.

Your rule also has a JQL condition apparently matching the same JQL as the trigger, and so that is not needed.

 

Let's assume this is your scenario:

GIVEN there are issues assigned to one or more users
AND issues were created during this week OR updated during the week
WHEN our reporting day occurs (let's assume a specific day of week, such as Friday)
THEN send one email to each assignee, listing their assigned issues created OR updated during the week

You may use this how-to article to create such a rule, updating the JQL to meet your needs:

https://confluence.atlassian.com/jirakb/automation-to-send-email-only-once-per-assignee-1310985609.html

Kind regards,
Bill

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