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Annual survey using automation

We want to use JSM to issue an annual survey to our entire user base, or possibly a group within this.

 

This would need to resend every year, 1 year after the last survey was submitted.

 

Is there a way to do this with automation. 

 

Effectively it would need to:

1. Search for tickets in the specific Issue Type from the last year from each user

2. IF a Request found that has been updated for <365 days, do nothing more and look at the next user

3. IF a request is not found or is >365 days, open a new request of the correct type.

 

I can then automate an email to the customer asking for the survey to be completed, chaser emails, etc

 

I think I have some idea of how to do it, but not sure how to run the conditional search on each user

1 answer

0 votes
Clark Everson Community Leader Mar 18, 2022

Hi Robert,

 

Welcome to community

 

Automation wouldn't be able to do it to this level of granularity.

 

However you could trigger via a CRON job an email to all clients (or whatever the service desk accessing groups name is in your instance). This would send the survey. You would need to set up a script unless you've already configured ldap to do so, to put all registered users (not account holders) into a group

 

If you wanted this level of granularity you would need to create a script using a tool like scriptrunner.

 

Best,
Clark

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