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Reminder for pending approval

Sampath
Contributor
July 29, 2022

Team

 

I need to set up automation rule for Reminder mail to approver get notified and approve

 

possible pls share steps.

 

Thanks

3 answers

1 vote
Paul Krueger
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July 29, 2022

Here's how we do it. We send reminders on Tuesdays and Fridays for issues that have been in the Waiting for Approval status for more than 2 days. 

Automation simply clears the approvers and adds them back, which triggers the preconfigured notice again.

2022-07-29 08_35_32-Clipboard.png

 

2022-07-29 08_36_09-Clipboard.png

 

2022-07-29 08_37_00-Clipboard.png

Ragini Sharma March 23, 2023

How to configure this automation in Jira server where there is limited functionality in automation rules ?

0 votes
Sampath
Contributor
July 30, 2022

Hi @Paul Krueger @Piotr Zadrożny _Eyzee_ 

 

Thanks for your Quick Turn around and response

 

The same way could you please share the rule for mail notification.

Scenario ;

Ticket not updated more than 1 day - automate jira notification - to customer - 'pls update status of your request " with ticket number & summary of ticket

 

Thanks

Lakshmi 

0 votes
Piotr Zadrożny _Eyzee_
Community Leader
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Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
July 29, 2022

Hi @Sampath 

You can create rule as following:

chrome_aON9QXasGV.pngchrome_4CYIElP5Vq.png

It will send notification to approvers if their ticket is waiting in approval status for at least 3 days.

Best

Piotr

Piotr Zadrożny _Eyzee_
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
July 29, 2022

Few more things:

  • In trigger you may want to uncheck the option: "Only include issues that have changed since the last time this rule executed" to enable sending reminders every single day not only the first one
  • In trigger under "More options", depending on your requirements", you may want to check "Process all issues produced by this trigger in bulk" which will allow you to send e-mail in bulk about all waiting for approval issues at once. 
Sampath
Contributor
July 29, 2022

@Piotr Zadrożny _Eyzee_  thanks for your quick and clarity turn around in steps.

 

will keep post after testing Thanks again

Sampath
Contributor
July 29, 2022

Hi @Piotr Zadrożny _Eyzee_ 

 

Same way can you share the rule for ticket not updates more than 2 days or 3 or 5 days

 

Thanks

Sampath
Contributor
July 30, 2022

Hi @Paul Krueger @Piotr Zadrożny _Eyzee_ 

 

Thank you very much for your support. I will try to test it and update the status.

 

Also is it possible to share the automation rule (the same way of screenshot) for comment to customer when Agent is on vacation.  Addressing Reporter - "I am at OOO . Please contact XXXXX"

Sampath
Contributor
August 1, 2022

Hi @Paul Krueger  @Piotr Zadrożny _Eyzee_ 

 

If you have time pls share the rule for below

- If Reporter (Customer) update the comment to the ticket but agent not available. In that case JIRA automation comment, stating that "Pls contact XXX"

 

Thanks

Sampath
Contributor
February 29, 2024

Hi @Piotr Zadrożny _Eyzee_ @Paul Krueger @Ragini Sharma @Sayed Bares [ServiceRocket] 

 

Can we exclude weekend by sending approver reminder in jira server? pls advise thanks

 

 

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