create an issue based on asset data on a scheduled automation

Question

I am looking to setup some supplier records in assets and I want to then setup an automation or series of automations that run for example on the 1st of every month and look at the supplier record to see if they a monthly/quarterly service review and create an issue for this.

Im just having a brain fog about what the automation needs to be able to do this

in the example below id like an automation to run on the first and if the supplier is Tier 1 and needs a monthly supplier review then create issue, i have multiple suppliers that are tier 1 and need this so i just need it to create all the suppliers that need a monthly supplier review in individual issues to be processed, ideally linking in the asset into the issue when it's raised (i have a custom field called supplier which can be used)

Who can help me out here, thanks in advance

Harrison Ponce · Answer

As @Bill Sheboy said, totally possible with scheduled trigger rule and lookupObjects to make some magic happen.

Also just wanted to throw out an idea based on your image! Unless your monthly and quarterly reviews are different in format, it might be cleaner (for you and) the automation if you had a single select field called "Service Review Type" with options of monthly and quarterly?

Bill Sheboy · Answer

Hi @steven.allcock

What have you tried thus far to solve this need?

Have you tried using AQL to identify the specific objects?  If so, you could then use a scheduled trigger rule and the Lookup Objects action to find them to query further, and then create the Jira issue when needed.

Kind regards,
Bill