Is there a way to write an automation rule that will send an email reminder 5 days prior to due date

[Dan Leatherwood]

We have a request for a reminder email to be sent to an assignee 5 days prior to an issue's due date.

Is there a way to write an automation rule to send these email reminders?

[Martin Runge · Accepted solution]

Hi Dan,

If you're on a premium plan, you can easily ask AI to create a Global Automation for you. If not, you'll need to create it manually.

• To get started, use a scheduled execution as your trigger and run a JQL query to identify your work items (issues).
• Utilize advanced branching and use {{issues}} as a smart value to send an email for each issue. 
• Consider adding an "Issue field condition" to ensure the assignee is not empty.
• For the action, I recommend using "Send email."

I've attached some screenshots to give you an idea of what it could look like. I hope this helps!

Cheers,

Martin

[Dan Leatherwood]

Thanks Martin!  I will give this a try.

[Alejandro Acevedo]

Works for me, thanks.

[Rania Haddadin]

I also want to do the same, however my instance of Jira does not have an advanced branching.  Is there another way to create the rule?

[Gökçe Karaduman-The Starware]

Hi @Dan Leatherwood ,

If you are open to use an application, I could recommend to use Issue Reminders.
Thanks to the relative to reminder feature of Issue Reminders, you can send a reminder after or before the specified number of hours (for example, 48 hours,2 days) from the date entered in the due date field.
You can send reminders globally as well as at the issue level.
Global reminders are sent prior to the issue deadline.The reminders are triggered a set amount of time before the issue's due date. You can configure the number of hours in advance that a reminder will be sent.

Disclaimer:I work for the vendor who developed this application.

[Stephen_Lugton]

Hi @Dan Leatherwood ,

A simple way of doing this is using a filter and subscription.

First ask your site admin to create a Jira group (e.g. Assignees-for-tickets-due-in-5-says) and add everyone you want to receive the email to that group

Then create (and save a filter) that shows any ticket due in 5 days, using this JQL:

project = "Your Project" AND assignee = currentUser() AND duedate = 5d ORDER BY duedate ASC

You could also use this JQL for the filter which should give 5 working days notice of a due date

project = "Your Project" AND assignee = currentUser() AND (duedate = 5d OR (duedate = 6d AND duedate = endOfWeek("+1d")) OR (duedate = 7d AND (duedate >= endOfWeek("+2d") AND duedate <= endOfWeek("+6d")))) ORDER BY duedate ASC

Next update permissions in filter details to make sure that the group you created earlier can view the filter.

While still looking at filter details add a subscription with your group as the recipient and set the schedule for when you want the email sent but do not check the 'Email this filter, even if there are no issues found' checkbox

Note the first JQL above does not take only workdays into account so you should set the subscription up to run 7 days a week, the second one should only be needed on workdays