Is it possible to send schedule email of a saved filter to customer.

[Gowthaman Ravi]

I need to send a weekly report to my customer, i have created the filter but in the subscription am not able to add any customer or a specific single user.

Is it possible to automate this using jira automation?

Regards,

Gowthaman Ravi.

[Esteban Diaz · Accepted solution]

Hi @Gowthaman Ravi , 

I had a similar situation and I created an automation like this one:

This is scheduled to run every Monday morning and sends an Email to an external email address ( it needs no jira user ) and can also be sent to Jira users, agents or customers, and even groups.

The the Lookup issues component looks like this and you can include here the JQL used in your filter

And in the Send email component you can detail who you want to send the email to and as you can see in the content part I've included some HTML and smart values to create a table with the issues details.

Selecting More options make sure you select Send as HTML. 

Recipients will get an email like this (or even one that looks better than mine 😆 ) if you include more html.

I hope this has been useful to you.
I will be waiting for your comments. 😉

Cheers!

Esteban Diaz
https://www.linkedin.com/in/estebandiaz/ 

[Gowthaman Ravi]

Dear @Esteban Diaz ,

Thank you for the suggestion, i have tried the same and able to get the notification,

and also i have modified some changes in the code and able to get a table in the mail, but it is create a new table for each issue.

Code:

<h1>Weekly Report</h1>
{{#lookupIssues}}
<table border="1">

<tr>
<th>Key</th>
<th>Summary</th>
<th>Status</th>
<th>Description</th>
<th>Module</th>
<th>Priority</th>
<th>Ticket Classification</th>
<th>Created</th>
<th>Updated</th>
<th>Last Comment</th>
<th>Application Environment</th>
<th>Environment</th>
</tr>
<tr>
<td><a href="{{url}}">{{Key}}</a></td>
<td>{{summary}}</td>
<td>{{status.name}}</td>
<td>{{description}}</td>
<td>{{Module}}</td>
<td>{{Priority}}</td>
<td>{{[TicketClassification]}}</td>
<td>{{created}}</td>
<td>{{updated}}</td>
<td>{{comment.last.body}}</td>
<td>{{[ApplicationEnvironment]}}</td>
<td>{{[Environment]}}</td>
</tr>
</table>
{{/}}

[Esteban Diaz]

Hi @Gowthaman Ravi , 

I guess that the problem is that in your code you are looping the entire table and you need to loop throw the rows <TR>.

Maybe this will be solved if you adapt your code to some one that look similar to this one:

<h1>Weekly Report</h1>

<table border="1">
 <tr>
  <th>Key</th>
  <th>Summary</th>
  <th>Status</th>
 </tr>

{{#lookupIssues}}
 <tr>
  <td><a href="{{url}}">{{Key}}</a></td>
  <td>{{summary}}</td>
  <td>{{status.name}}</td>
 </tr>
{{/}}

</table>

Let me know it worked 😁

Cheers, 

Esteban Diaz

[Gowthaman Ravi]

Dear @Esteban Diaz ,

Thank you so much for correcting me with the code, This code is working as expected.

And this will save us some dollars to be spent on the add on :p

Regards,

Gowthaman Ravi.

[Joseph Chung Yin]

@Gowthaman Ravi 

In JSM env, filter subscription is only available for your internal users (i.e. Agents) because the save filter subscription is associated with the project UI and not the portal UI where customers access.

Question - What are you trying to do?  Example - You just want to send a summary of his/her issues in a email fashion?  

By default when customers access the portal UI, they already have the ability to see their issues (i.e. reported by them).

Please advise.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Technology Applications Team

Viasat Inc.

[Balagopal Ramachandran]

I have created a filter using JQL for all open tickets (incidents and service requests) in JSM. I need this emailed (as excel/csv) to my email address on the 1st of each month. How can I do this?

[Levente Szabo _Midori_]

@Balagopal Ramachandran Try Better Excel Automation (free) that automates sending of the Excel file via email. It works together with Better Excel Exporter for Jira Cloud (paid), which produces the Excel export.

Here is a step-by-step guide for emailing an Excel file at your schedule >

(Note that I'm part of Midori, developing Better Excel Exporter and Automation. Reach out in case of any questions.)