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Set reminder notification against for certain ticket type

Tomasz Bis

HI,

I have created ticket type called 'important dates'.

I have set a 'due date' field that shows me when SSL certificate is about to expire or a contract is due for renewal for instance.

I have also created a calendar that contains all of these ticket types.

All these above are useful, but I am wondering whether I can set an email reminders lets say 1 month earlier date than the 'due date' that would trigger an email reminder to participants and assignee in that ticket.

Has anyone tried something similar please?

Many Thanks

Accepted answers

Mark Segall

Hi @Tomasz Bis

This is totally possible with automation. I would recommend a daily schedule with some type of flag that can be set so that users are not reminded daily. For simplicity my example will leverage a label called (notified), but you could easily use a component or custom field as well.

TRIGGER: Scheduled Daily with the following JQL

"Due Date" < 30d AND (labels NOT IN (notified) OR labels IS EMPTY)

ACTION: Send Email - Set the recipients and do something like this for subject/body:

SUBJECT

 {{issue}} coming up for renewal in 30 days

BODY

<a href="https://YOURINSTANCE.atlassian.net/browse/{{issue.key}}">{{issue.key}}</a> - {{issue.summary}} is coming up for renewal.

ACTION: Edit Issue - This is where you set the label so emails don't go out every day leading up to the due date.

All comments

Mark Segall

Hi @Tomasz Bis

TRIGGER: Scheduled Daily with the following JQL

"Due Date" < 30d AND (labels NOT IN (notified) OR labels IS EMPTY)

ACTION: Send Email - Set the recipients and do something like this for subject/body:

SUBJECT

 {{issue}} coming up for renewal in 30 days

BODY

<a href="https://YOURINSTANCE.atlassian.net/browse/{{issue.key}}">{{issue.key}}</a> - {{issue.summary}} is coming up for renewal.

ACTION: Edit Issue - This is where you set the label so emails don't go out every day leading up to the due date.

Tomasz Bis

Thank you @Mark Segall for the above.

I am not sure if I fully understand that.

The example I am working on (ticket type) is named 'Important Dates'.

Where do I input the ticket type name to make sure this automation is looking at the right due date (under the right ticket type) please?

The first part of the above automation - Trigger.
should I select 'Basic' or 'Advance(CRON expression).

Would you be so kind and add a bit more screenshots to cover the above scenario going through it step by step please?

Thank you very much in advance.

Mark Segall

Sure... My environment is a bit different than yours, but here are some screenshots of how you this would work:

Tomasz Bis

Thank you

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