I would like to add the follow-up date as a variable to a custom notification - so the customer can see when I would like to follow-up on the task.
Can I do the and if yes how do I do that.
Hi Helene - Welcome to that Atlassian Community!
I would create a custom field with a Date type. Then you can populate the field and keep it updated based on an Automation rule.
Hi John
That sounds easy, but I am really new in Jira - so do you have a guide I can follow, I have tried to search the internet but with out luck.
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Not really a guide but I can tell you steps more or less.
What is the criteria on how the follow-up date will be calculated? I am assuming it will be something related to the Due Date, such as 10 days prior to the Due Date or something like that?
Let's start with that so I can give better guidance.
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The follow-up date will not be calculated it is a date we can choose when we respond on a task see attached picture.
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Okay - looks like you have that added. What additional functionality are you needing?
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The date is not visible for the customer.
I would like it to appear in the customer notification I send to the customer, like the “${request.status}”.
So it would be like this if I choose follow-up date add a date and click follow-Up - I do not have to write anything to the customer - unless I have something personal to add.
Example:
The status has changed to "Follow-up date" ( “${request.status}”. ) I will look at your case again the "follow up date"
Do it makes sense?
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I think I am following you, but I would not use the Automation for Jira functionality and not the built-in automation of the project.
You would go to Settings (gear icon) > System > Global Automation
Then create the automation rule there.
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I do not think you understand what I want, and maybe I have to high demands?
I will try to explain again.
In the customer notifications I would like that the follow-up date I choose in the respond to the customer is added automatic. Like ${request.status}, ${event.user.name} ect.
So in the costumer notification it says:
The status I change to follow- up and I will follow- up on your task the 1st of January
So the text in bold is added automatically with at variable, is it possible to added the follow-up date as a variable?
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Let me see if I follow you. You execute a transition, which causes the pop up to appear above. You put a date if the Follow-up date field. Then you click on the Follow Up button.
Correct?
If so, then I would create a new Automation Rule for the notification email. Create it with a Field Value Change trigger and select the Follow-up date field.
Then add a new action for Send Email. There you can select the Reporter in the To: field.
In the body of the email you can use something like:
Dear {{issue.reporter.displayName}}:
I will follow- up on your task on {{issue.Follow-up date.longDate}}
Give that a try and see if it works for you.
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