Need to Set a Reminder Based on Date Selected on Form

stansbury

Hello there! We have an email request form that has a field "Request Reminder Email".

What I need to do is set up an automation so that if a date is entered into this field on the form, we can notify someone internally "x" days prior to the reminder date occurring.

Any help with this would be much appreciated!!

Manoj Kumar Gangwar

Hi @stansbury Welcome to the community! 

You can create an automation like below. 

1. Choose a Trigger:

Select the Scheduled trigger.

Set it to run daily (or at your preferred interval).

2. Add a Condition:

Choose JQL Condition or Field value changed to filter issues with a date in the "Request Reminder Email" field.

For JQL, you might use something like:

"Request Reminder Email" >= startOfDay() AND "Request Reminder Email" <= startOfDay("+x")

Replace x with the number of days before the reminder you want to trigger the notification.

3. Action: send email