Generate an alerte based on a date and a frequency

[Baboja Olga]

We have a value corresponding to the start date to execute a service. We have also a value corresponding to a frequency (example: monthly, yearly, every 3 months, etc...). Based on these 2 values, we should execute the action within the defined frequency.

Is it possible to generate an action (example send a mail to a person) a few days before the due date to inform the person that the action should be execute?

Example: if the start date is 01/01/25 and the frequency is "Quarterly" then a message should be sent mid-March 

[Tomislav Tobijas]

Hi @Baboja Olga ,

You'll probably be able to construct this with Jira automation.

As you already have 'start date' and 'frequency' values (I'm guessing these are values in separate fields?), you could create automation to calculate the next due date based on these values. 
For example, you could use automation smart values for date and time (or you could use math expressions) to calculate the due date as "start date + frequency" 🔢

The next thing would be to create automation that runs daily (or as needed).
In the automation, you can use a JQL query to find items where the due date is in a certain number of days. You can use Lookup action or JQL branch with a query like

project = <project_key> AND duedate = "{{now.plusDays(3).format("yyyy-MM-dd")}}"

In the end, add an action to send an email to the relevant person (e.g. Assignee). Or you could just add an action to add a comment and mention a user and then you would also get an email if notifications are set in that way.

Hope this helps.

Cheers,
Tobi

[Tuncay Senturk _Snapbytes_]

Hi @Baboja Olga 

You can achieve this using Automation's Scheduled Trigger

- Create a rule selecting Scheduled trigger and set it to every day 9 AM (for example)

- Add JQL ("Start date" IS NOT EMPTY)

- Add a condition (Compare dates)
   Start date + 3M - 7d <= now() 
  If you have a Frequency custom field, you can add multiple conditions like

• If Frequency = "Monthly" -> Stasrt date + 1M -5d

• If Frequency = "Quarterly" -> Stasrt date + 3M -5d

• If Frequency = "Yearly" Stasrt date + 12M -5d

- Under each branch, Send email

I hope it sheds some light