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Automation help

Joseph Dennis

Need some assistance with setting up an automation to send a particular filter results to a set of users.

I was able to find the scheduling part of it but unable to get the results of the filter to be sent as well.

Any advise would be much appreciated.

Accepted answers

Joseph Chung Yin

@Joseph Dennis

Welcome to the community. For sending results generated from a saved filter, you don't need Automation for Jira rule. You can simply utilize the subscription setup against your saved filter.

See "Subscribe to search results" section within the following link:

https://support.atlassian.com/jira-software-cloud/docs/work-with-search-results/

Here is an overall review on subscription/search filters link:

https://www.atlassian.com/blog/jira-software/jql-the-most-flexible-way-to-search-jira-3-of-4

Hope this helps.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Infrastructure Applications Team

Viasat Inc.

All comments

Fazila Ashraf

Hi @Joseph Dennis

Welcome to community!

Why automation for this use case? Have you look at the 'Subscribe to search results' in https://support.atlassian.com/jira-software-cloud/docs/work-with-search-results/ ?

Is there something additional that you want to achieve?

Joseph Chung Yin

@Joseph Dennis

Welcome to the community. For sending results generated from a saved filter, you don't need Automation for Jira rule. You can simply utilize the subscription setup against your saved filter.

See "Subscribe to search results" section within the following link:

https://support.atlassian.com/jira-software-cloud/docs/work-with-search-results/

Here is an overall review on subscription/search filters link:

https://www.atlassian.com/blog/jira-software/jql-the-most-flexible-way-to-search-jira-3-of-4

Hope this helps.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Infrastructure Applications Team

Viasat Inc.

Joseph Dennis

The subscribing to filters seems to be working and I'm getting what I'm after.

Will the results be same as when we export a filter results in an excel sheet ?

I want to know if it can be set to be sent to a set of users or individually from the subscription of filters ?

Fazila Ashraf

Works both ways..You could subscribe the filter to a group. Individuals also can subscribe to it..

Results will be like how that particular individual will see in the issue navigator. If they don't have access to certain issues, they won't be in their results

Joseph Chung Yin

@Joseph Dennis -

As mentioned by both myself and @Fazila Ashraf , if our suggestions helped with your ask. Please click on Accept Answer when you have a chance.

Best, Joseph

Joseph Dennis

Hi @Joseph Chung Yin ,

I subscribed to the filter but I didn't get any email today as scheduled.

Any reason why it didn't happen ? Or how do I check it.

2022-04-07 10_15_02-Window.png

Joseph Chung Yin

@Joseph Dennis -

You will need to check with your email admin side to see if the email got blocked or not? Or, check your email client app to see if somehow you filter the email to somewhere else (i.e. a folder within your email application)?

In your image, it stated the "Next Send" is today at 8:00 AM. When this time is reached, then the email should go out. Lastly, you can also click on "Run now" to see if there are any issue.

Hope this helps.

Best, Joseph

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