How can I add a custom field (target date)

Question

I am trying to create an automation that sends an email out daily and informs users of their tasks that are due (will 3 three emails - due today, due tomorrow and overdue).

This will be based on a custom date field we have in addition to the due date. The field is called "Target Date"

I have created the automation

When scheduled -> then Send email

But i cannot get the correct JQL to search by the custom field (and it doesn't show up in the custom fields on the smart values)

I saw that for the due date the JQL was something like duedate<= 1d or duedate <= now()

and using that logic i tried variations on this before i saw another post where they used a JQL like {{issue.customfield_xxxxx}} to get the custom field

so using that logic i thought something like {{issue.customfield_TargetDate}}<= 1d should work but i am not having any success with any of the variations i've tried

James Pearson_ulq1nv · Answer

Hi @Walter Buggenhout

Thank you for the quick reply, your JQL filter is showing results on the scheduled step in the JQL which is promising.

What do I need to put in the content for these items to appear in the email? Or is this dynamically generated by the JQL in the first step and the Content would be other things i wanted to add?

I did use this but i seem to be getting multiple emails not one email with all the items (the email contents don't list anything can identify the tickets

Sorry if this is a simple question (still learning)

Many thanks

James Pearson_ulq1nv · Answer

Hi @Walter Buggenhout

Thank you for the quick reply, your JQL filter is showing results on the scheduled step in the JQL which is promising.

What do I need to put in the content for these items to appear in the email? Or is this dynamically generated by the JQL in the first step and the Content would be other things i wanted to add?

I did use this but i seem to be getting multiple emails not one email with all the items (the email contents don't list anything can identify the tickets

Sorry if this is a simple question (still learning)

Many thanks

Walter Buggenhout · Answer

Hi @James Pearson and welcome to the Community!

You wouldn't need to use smart values in your JQL filter. For target date tomorrow, the following should be just fine:

"Target Date" <= 1d

I recommend you to navigate to Filters > Search work items and just try the search there, where you can see that it is valid. JQL tends to add a funny reference to custom fields automatically sometimes, containing a reference to the custom field id. It may be useful to copy the JQL you get there to the automation rule, once you know it does what you want it to do.

Hope this helps!