We have the Premium version of JSM and we're using the Assets module. I'm trying to set up an automation that scans through a "table" in a schema for items that have a certain criteria to send an email.
How do I create an automation to do that? I don't see any Assets Automation option when I go into the Assets module. Is there a specific permission I need?
Thanks!
Welcome to the community!
You will have to create a Jira Service Management Project in your instance that will be running the automation. In your case I would call it something like IT Asset Management Project.
From there you can create a jira automation that runs as follows:
- Trigger: Scheduled Rule -> Set your cadence
- Action: Lookup objects -> select the schema and put a condition on what you need to find in AQL
- Action: Send an email
I'm planning to make a video tutorial about this, but for now this should help.
I hope this helps.
Fabian
Thanks... This is very interesting. Will the automation loop through each of the records that are selected and execute the commands following the lookup?
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Yes.
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I'm missing something. The automation selects the correct records, but only sends one email. I've placed the key values in the email and I get 2 key values separated by a comma.
What do I need to do to make this loop for all of the records?
Thanks
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check this article: https://support.atlassian.com/cloud-automation/docs/jira-smart-values-insight/
There are a bunch of similar posts in the forum, where people are looping through objects.
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