How to trigger an email just 7 days before the quote/jira issue expires

If the Current date is less than 7 days for the Quote Valid Until(field) Date and the Quote is in “Quote Positive”(status) and “Catalogue Positive”(status) then a email should be triggered.

Need to implement this logic in JIRA tool. Please help.

1 answer

0 vote
Alexey Matveev Community Champion Dec 07, 2017

Hello,

1. You should create a filter with a JQL condition like this

assignee = currentUser() and "Quote Valid Until(field) Date" < -7d and status in ("Quote Positive", "Quote Positive")

2. Make subscription for the filter which would send a email on schedule. You can choose an option if you want an empty result list to be sent or not.

You can read more about filters in the following article

https://confluence.atlassian.com/jira064/using-filters-720416526.html#UsingFilters-SubscribingtoaFilter

 

Hello Alexey,

I have implemented this logic and It's working for me too.However, I am unable to find the place where I can change email/subscription content.

Could you please suggest any solution for this.

 

Thanks in Advance :)

Alexey Matveev Community Champion Dec 13, 2017

What do you mean by content? Do you mean where to schedule the email sending? If so, then kindly read the article

https://confluence.atlassian.com/jira064/receiving-search-results-via-email-720416706.html

 

Now, I am getting details about filter name, Subscriber, Key, Summary in the email body and I need to send email including custom field values.

Can we edit the email body for the above requirement.

Alexey Matveev Community Champion Dec 13, 2017

I see. You need to configure filter fields. If you open your filter in issue navigator then push "Columns" button, then choose "Filter" tab and choose all columns which you want to be sent. You will receive email with all these fields.

 

I can see selected columns in the filter, however getting the email with no field details, 

Any step, I'm missing.

Alexey Matveev Community Champion Dec 13, 2017

You need to configure columns for the Filter tab. 

Kindly read more info here

https://confluence.atlassian.com/jira064/configuring-issue-table-columns-720412300.html

I did the same, still not getting the field info

 

Hello Alexey,

I updated User Preferences for Email Type to HTML, now I am getting mail with filtered columns.

Thank You :)  

Alexey Matveev Community Champion Dec 13, 2017

Nice to hear. Thank you for letting know :)

 

Hello Alexey,

I have to meet the deadline, my code is not working.

Could you please suggest any solution for the below query,

https://community.atlassian.com/t5/Jira-Core-questions/Code-is-working-fine-in-Chrome-unable-to-download-excel-in/qaq-p/688986

Alexey Matveev Community Champion Dec 14, 2017

Do not take me wrong but I participate in this community in my free time as a volunteer. Answering your linked question would take more time than I can afford. I am really sorry. I hope everything will be fine. Do not give up.

 

Hello Alexey,

 

I understand, no worries.

Thanks for the reply  :)

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