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Creating an Automation to send an email after the anniversary of a leaver

I have created a custom field called 'Leaving Date' i want to be able to create an automation that sends an email to a specific email address 6 months after this particular leaving date, is this possible and if so how do i compare date fields?

2 answers

0 votes
Fahad Siddiqui Community Leader Sep 09, 2020

@Jason Selby i would prefer to make it under repeating issue. this will be the best way.

i am also using the same add-on check below

https://marketplace.atlassian.com/apps/1213072/repeating-issues?hosting=server&tab=overview

This issue wont work as the requests are ad hoc and it needs to be compliant for the particular date. 

Fahad Siddiqui Community Leader Sep 09, 2020

If u create the issue when the person is leaving and then can set date after the 6 month's as repeating issue..I belive this will work.

We had done same were I am working..but the reminder is for paying bills

@Jason Selby  Is it a idea to make a scheduled automation rule and than use a jql-filter with for example

"leaving date" <= -26w

 

regards, Marco

Yvan Martin Atlassian Team Oct 07, 2020

Developer from Automation here.

Yeah this is the same approach we would recommend @Marco Brundel. Create a scheduled rule that runs every day, and use a JQL that returns dates older than 6 months such as in your example "leaving date" <= -26w (ensure only include issue changes is unticked).


Screen Shot 2020-10-08 at 11.54.01 am.png

After that add your email action and you'll need to pick a field that your leaver email address is stored in (might be a custom user field). The additional step I would make after sending that email, is to put an edit issue action and create and set another custom field to say that the leaver email was sent (could be a yes/no field). That way you can include in your scheduled rule JQL to avoid sending additional emails.

Like Marco Brundel likes this

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