Automation to Generate Reminder Emails at the Beginning of the Week

Ivan Garcia_piq3ih

Hi all, I'm trying to utilize the template in the rule builder that will send an email to the Reporter at the beginning of the week when a due date is within 5 days. For whatever reason, the rule either does not trigger or I receive an error in the audit log. 

Curious if anyone more savvy than I can help me resolve this.

For clarity on the following section, I tried to create it as a section of the rule that will read tasks/subtasks that are due within 5 days and the status is NOT Done or Accepted, and the assignee has been set.

 

Lookup issues

duedate <= endOfDay(5) AND statusCategory != done OR statusCategory != accepted AND assignee = {{distinctAssignee}}

 

I'm hoping this rule will help empower my team to manage their teams better at the beginning of the week. Thank you!

arielei

Hello @Ivan Garcia

First you are using the "lookup work-items" and you are not using them after that in your conditions.

so first, you'll need to switch all conditions to use smart-values, for example:
{{lookupIssues.issueType.name}} equal Task

you'll have to surround it with IF-ELSE as you'll need multiple conditions.

 

for the not triggering part - probably check your trigger at the bottom, uncheck: Only include work items that have changed since the last time this rule executed

 

So this will fix your problem.

Hope that helps.

Ariel.