Create a Daily Summary of Changes

[Ryan Maddison]

Hi,

I have configured a webhook and Jira automation to alert us when a change moves from In Review to Planned. 

Is there a way to create an automation to send a daily summary of changes planned for a specify date, I.E Todays date?

O r can this be done with an Azure Run book?

[Bill Sheboy]

Hi @Ryan Maddison -- Welcome to the Atlassian Community!

There are several ways to do this, starting by using the CHANGED operator for JQL with the DURING or AFTER modifiers for the date / date range: https://support.atlassian.com/jira-software-cloud/docs/jql-operators/#CHANGED

With your JQL expression ready, you could:

• create a saved filter, and a dashboard with the issue list, allowing people to view it when needed
• create a saved filter and allow people to subscribe to it for email updates
• create a scheduled automation rule (without JQL) and use the lookup issues action (with JQL) to send the list of issues in single message / email.

Please note: if you are using a team-managed project, there can be problems with the CHANGED operator when checking status names, as described here https://jira.atlassian.com/browse/JRACLOUD-78387

The work-around in that case is to use the status id values rather than the status name values in the JQL.

Kind regards,
Bill

[Ryan Maddison]

Hi Bill,

Thanks for the reply! I should mention I'm looking for the summary to send to a teams channel via a webook and Jira Automation.

Thanks

[Bill Sheboy]

Ryan, do you mean detecting specific changes in the Summary field to send the Teams message or that when the Status transition happens then the Summary field is sent?

The first case cannot be detected with JQL.  Instead a change to the Summary field can trigger the rule and then conditions could detect specific changes to the Summary.

For the second case, you may use the automation rule approach I noted with the JQL.

[Ryan Maddison]

Hi,

So currently I have the automation to send to teams via the web hook when a change for a specific project moves from in review to planned. That works fine without any issues.

What I want to create is a daily alert, to a teams channel that will show all of the planned changes for that day.

[Bill Sheboy]

Thanks for clarifying!

This could be done with a scheduled trigger rule and the Lookup Issues action to gather the issues: https://support.atlassian.com/cloud-automation/docs/jira-automation-actions/#Lookup-issues

For example...

• trigger: scheduled, daily, with no JQL
• action: lookup issues, with JQL to find your issues
• action: send the message

You could add more logic if you want no message sent, or a specific message, when there are no issues for the day.

[Ryan Maddison]

Thanks, had a look at that and I'm no JQL expert, is there a way to query the start date so it would = today? 

[Bill Sheboy]

Yup...there are several date / time functions to help.  You may want to try startOfDay() perhaps with an adjustment if you needed to include items since the end of the last working day.

https://support.atlassian.com/jira-software-cloud/docs/jql-functions/#startOfDay--

For example, if you wanted to go from 5pm yesterday through now:

project = myProjectName
 AND status CHANGED FROM "In Review" TO "Planned" DURING ( startOfDay(-7h), now() )
 AND status = "Planned"
 ORDER BY Key ASC

There are lots of helpful features in the advanced search with JQL documentation, so perhaps look around to find if other things will help.