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
Thanks @Muhammad Ramzan
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:
Hi, Jira users! Do you use Jira alongside Microsoft Teams? We want to hear how you’ve used the power of Jira Cloud and Microsoft Teams (via the Jira Cloud for Microsoft Teams app) to achieve a team...
Connect with like-minded Atlassian users at free events near you!Find an event
Connect with like-minded Atlassian users at free events near you!
Unfortunately there are no Community Events near you at the moment.Host an event
You're one step closer to meeting fellow Atlassian users at your local event. Learn more about Community Events