Help with rule trigger actions

Jason_wxwtx3

Morning 

I have created various rules based on the 'when a task is due - send an email reminder' template and these all work correctly. However the template has trigger of 'scheduled and run each day' and therefore all the rules execute in one hit - not ideal.

I am trying to wrap my head around the initial trigger point and how I can set it to execute and check to see if the rule is 'true' then execute. I am new to automation rules could someone just help explain what I need to use to achieve this please?

High level of my rules

send a reminder 30 days from the due date

send a reminder 15 days from the due date

send a reminder 5 days from the due date

send a reminder on the due date

send a reminder that due date is past

Many thanks

Philipp Sendek _catworkx_

Hi Jason and welcome to the community!

I think you're on the right track and it might only be a matter of tweaking the JQL. How are you collecting the items via JQL in your automation?

In order to only get the work items that are due in 30 days and not those beyond/before that, you need to tighten your JQL due date part as follows:

due = 30d

This would only return the work items that are due in exactly 30 days. When you apply this to all of your automations, you should only receive the correct notifications and not all at once.

But maybe you already did that and the issue is somewhere else. In that case I'd appreciate more information on how your automations are setup right now.

 

Greetings
Philipp