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Send Email/Create Ticket from Insight Date Field

Luke Simms August 25, 2022

Hello all,

Scratching my head... We have our domains as objects in Insight. They have a Date field for the expiry of the domain. We want an email alert or a ticket created (Could just email our helpdesk to create a ticket, that is fine) when it is close to the expiry date.

Please tell me this is possible? You'd think something like this would be an obvious feature but I can't see it.

Thanks,

Luke

2 answers

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Dirk Ronsmans
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August 25, 2022

Hey @Luke Simms and welcome to the community!

While it's common use-case it's not something that comes out of the box :)

The way you can set this up is thru an Automation rule.

  1. Create a Scheduled rule (daily)
  2. Do an IQL that searches for objects where the expiration date is < today/now
  3. Action -> Send an email or create a ticket 

To avoid getting the same each day you could add a flag on the object or play around with the IQL to only show the ones that are expiring today (expiration date = today)

Luke Simms August 25, 2022

Hi @Dirk Ronsmans 

Thanks for the swift response. So when creating the automation, I assume I want to create the Object as a field so it appears in Automation. 

Object.PNG

insight.PNG

insight date.PNG

Automation.PNG

Am I on the right track or wrong?

Thank you.

Dirk Ronsmans
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.
August 25, 2022

The object field part seems not needed to me. If you do it like that you'll have to query issues which have a value on that field. And we don't really want to query issues we want to query the Object Schema

You can forget about the field itself and just do a query on the Objects (not an issue field)

It will pretty much do the same as when you manually do an IQL search on your Insight schema and return that result then.

So while you're somewhat on the right track (your IQL seems ok) you are overthinking it :)

Luke Simms August 25, 2022

Thanks @Dirk Ronsmans but it won't let me enter the IQL on the Object section on the IQL condition. It has a red stop sign when I go over the box. Is this a permissions issue..? 

Sorry i've taken a picture of my screen as a screenshot wouldn't capture the stop sign. 

not allowed auto.jpg

Dirk Ronsmans
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.
August 25, 2022

Hmm, this is due to the fact that is should be done from the "Global Automation" so not directly from a project. 

However when I'm trying that myself on a test instance I'm blocked too. I wonder if something is broken :)

Luke Simms August 25, 2022

@Dirk Ronsmans Ah okay, yes, I've tried from Global level as well and also still getting the red circle of doom :(  

Dirk Ronsmans
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
August 26, 2022

Hey @Luke Simms ,

A colleague pointed out that we can only use that Object IQL when we use a Object/Insight trigger (so wont work with scheduled or manual)

However! Instead of using a Condtion you can use the "LookupObjects" action. This will allow you to enter a IQL (on a scheduled trigger) which then returns the result in the {{lookUpObjects}} smartvalue

https://support.atlassian.com/cloud-automation/docs/jira-automation-actions/#Lookup-objects

https://support.atlassian.com/cloud-automation/docs/jira-smart-values-insight/#Lookup-objects

 

So same approach, a scheduled trigger but with the LookupObjects action that then will give you the result in a smartvalue Variable which you can then use further.

Luke Simms August 26, 2022

Thanks @Dirk Ronsmans

I will give this a go and let you know if it works :) 

0 votes
Björn Gullander
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August 26, 2022

Even easier would be to use the action "Branch on IQL" and create an issue for each found object. 

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