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I have to email customers on a weekly basis with a summary of their tickets, both open and resolved. I have set up a few JQL filters to show me these results, but i cant figure out a way to use automation to send out an email, showing the filter results.
The results do go to people outside of our Jira system, so i am not able to use subscriptions to use this.
Does anyone have any examples of what the automation rule would look like?
Hi @Dan Allenby
Welcome to the community, you can easily achieve your goal as follows
1. Setup scheduled trigger
2. Select "Lookup issues" as the action and put in your JQL(issues you want to send)
3. Setup email action which can now access the data from the looked up issues
Is there a way to pull this data out as a table with headings? Similar to when you can export from a filter?
I have attempted some testing today, but it looks a bit clunky and these will be client facing reports. I also need to do some further testing with what details i can get, as i tried to get created date and resolved date but it shows as below. I also tried to get the status but it shows the number instead of the actual status
Hi @Dan Allenby ,
Please try something like this , it will generate email in html table format you can further format it as per your needs.
In first row , its headings
In second row, its data in a loop
Use the lookup function in Automation For Jira. See that section in this document:
You can also see more guidance here: