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Assets Automation?

Edward Moxley January 20, 2024

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!

1 answer

2 votes
Fabian Lim
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
January 20, 2024

Hi @Edward Moxley

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

Edward Moxley January 20, 2024

Thanks... This is very interesting. Will the automation loop through each of the records that are selected and execute the commands following the lookup?

Fabian Lim
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
January 20, 2024

Yes.

Edward Moxley January 20, 2024

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

Fabian Lim
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
January 20, 2024

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