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send nightly email to agents with their open requests

Hi,

 

I am new to JSD cloud, so please excuse if this is a basic question. I have launched JSD and now I want to be able to send a nighty email which includes an Excel/CSV attachment or HTML table of all the open tickets with columns I choose.

 

Example:

Agent A to get all his/her open tickets nightly with the following information:

Issue TypeIssue keyIssue idSummaryCreatedAssigneeReporterPriorityStatusUpdatedDue date

 

Can I achieve the above with automation?

1 answer

1 accepted

2 votes
Answer accepted
Brant Schroeder Community Leader Oct 19, 2020

Khalid,

  You can create a new filter that includes all the field you would like to have sent via the email and then save it.  The JQL might look something like this. assignee in (currentUser()) AND resolution = Unresolved ORDER BY created DESC   This will bring back all unresolved issue for the current user.  Once you have the filter created, you need to use currentUser() you can save it.  Once it has been saved share it with your team.  You can then have each of the users subscribe to this filter and have it send each of them a daily email.   Or you can create a group for your team and subscribe the group.

Capture.PNG

@Brant Schroeder 

Thanks for your response. I was able to get it working with the filter, sharing filter, and subscribing to it. The details link is a bit hidden and I would not have found without your screenshot. 

 

Thanks again!

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DEPLOYMENT TYPE
CLOUD
PRODUCT PLAN
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