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Send regular reminders to an Approver

Mihir Ruparelia

Hello,

I wondered if its possible to send regular reminders to an Approver when they have to approve specific tickets.

Example:

We have cost requests form that users fill in, these need to pass an approval so it will go to their direct line manager. I have been asked now if we can send scheduled reminders to the manager who is an approver, as emails may get lost.

Any help on this would be great.

Regards,

Mihir

Accepted answers

Jenny Severin_2yyxnz

It looks like there is a feature request for this: https://jira.atlassian.com/browse/JSDCLOUD-8369

All comments

Sreenivasaraju P

Hi @Mihir Ruparelia ,

Have you tried with filter subscription. I hope this may help you.

You can filter and subscribe to jira-users, so if there are any tickets pending for their approval , they will get daily reminder.

ex : project = yourprojectname and issuetype="yourissuetype" and status = "Pending for Approval" and apporver = currentUser()

Garrett McCreery

Hi @Mihir Ruparelia ,

Do you have Jira Automation? If so you can use a schedule trigger do some checking on whether the approver has approved, and then send an email.

Let me know if this helps.

Mihir Ruparelia

@Sreenivasaraju P I haven't tried this, unsure where I would find this. Could you provide more information?

so will this send daily reminders to anyone who needs to approve a ticket?

Mihir Ruparelia

@Garrett McCreery we do have automation, with this I have set up rules for ticket creation.

I had a read on how to use Automation for scheduling reminders but I couldn't understand the JQL part and hoped someone could help.

The biggest thing here, is how the system can check each ticket for a current approver, send an email to each person with which tickets they are due to approve.

Does this seem possible?

Sreenivasaraju P

Please refer

Subscribe to search results section in the below URL

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

Garrett McCreery

The JQL part would be the system checking if the approver has not approved the ticket. I don't know which fields you are using to say whether the approval has happened or not, but something like this in the JQL (of the schedule trigger) should work for you:

project = XYZ and "Approvals[Approvals]" = pending()

Then you can send an email to the approver as a reminder.

Sreenivasaraju P

you can try

PROJECT = "your project name" AND status = "Waiting for approval" and "Approvals[Approvals]" = myPending()

Mihir Ruparelia

Hi @Garrett McCreery so what we have is an automation, which will look at the department a ticket has been logged for as well as the expense type category (these are drop down fields).

Based on these two conditions, in the ticket the "Approver" field is completed automatically with the name of that department head. The status would be "Requested"

What I have been asked is, how we send reminders to anyone who's tickets are still in "Requested".

Hope that clarifies it a bit more.

Jenny Severin_2yyxnz

It looks like there is a feature request for this: https://jira.atlassian.com/browse/JSDCLOUD-8369

Karyna Tyrnavska _SaaSJet

Hi, @Mihir Ruparelia !

To approve specific tickets you can use Approver step in Business Process Manager add-on developed by my team

So, you can streamline any processes that are accepted by another person. Add individual users or groups of users to approve requests in sequential order.

When the assignee submits a form in issue, all selected Users will see Approve & Reject buttons at the Form. When a person makes a choice to Approve/Reject, the system will add a comment to the issue.

Mihir Ruparelia

@Jenny Severin thank you for this, I will keep an eye on this change request.

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