Automations referencing Filters

Dan Rohtbart

We have an advanced Filter, "Recent Customer Issues" which uses JQL. And we're successfully using that Filter in a Dashboard. Now, I need to create an email which includes the results of that same Filter, in addition to some other text. I'm trying to avoid copy-and-pasting the JQL from the filter, so the Dashboard and Email will remain consistent.  

My first attempted solution is using Global Automation, and the Lookup Issues action. Is there a way that I can reference that Filter in the Lookup Issues? Trying {{Recent Customer Issues}} in the JQL field applies no filter. 

1. Is there a way for me to reference the Filter from Automations, without copy-and-pasting the JQL?
2. Alternatively, is there a way for me to email the Dashboard, or reference it in an Automation?

Thanks,
Dan

Bill Sheboy

Hi @Dan Rohtbart -- Welcome to the Atlassian Community!

If you have used a saved filter for your dashboard gadget, you can use that same filter in the automation lookup issues action by referencing the filter id.

View your saved filter to note the id in the browser address bar URL, and then use that in the lookup JQL as:

filter = 12345

Please note: automation rules actions, branches, and triggers are limited to processing 100 issues.  If your filter returns more the result will only contain the first 100 issues.

Kind regards,
Bill