Need to Set a Reminder Based on Date Selected on Form

[stansbury]

Hello there! We have an email request form that has a field "Request Reminder Email".

What I need to do is set up an automation so that if a date is entered into this field on the form, we can notify someone internally "x" days prior to the reminder date occurring.

Any help with this would be much appreciated!!

[Manoj Gangwar]

Hi @stansbury Welcome to the community! 

You can create an automation like below. 

1. Choose a Trigger:

Select the Scheduled trigger.

Set it to run daily (or at your preferred interval).

2. Add a Condition:

Choose JQL Condition or Field value changed to filter issues with a date in the "Request Reminder Email" field.

For JQL, you might use something like:

"Request Reminder Email" >= startOfDay() AND "Request Reminder Email" <= startOfDay("+x")

Replace x with the number of days before the reminder you want to trigger the notification.

3. Action: send email