Automation - question

[Christopher Yepez]

Hello people,

So, i am trying to setup a automation so that at the end of the day my boss can get an email showing

Help Desk Tech 1:

All tickets assigned to him currently

Help Desk Tech 2:

All tickets assigned to him currently

i am trying to use this:

{{lookupIssues.assignee.displayName.distinct}},

Here are the list of issues assigned currently 

{{#lookupIssues}}
* {{key}} | {{summary}} | {{assignee.displayName}} | {{url}}
{{/}}

but the email is empty.

Thank you for your help inadvance!

[Kalyan Sattaluri]

Hello @Christopher Yepez 

Need more details about your post.

Are "Help Desk Tech 1" and "Help Desk Tech 2" different projects?

Which project has your current rule?

If those are multiple projects, does your rule have the scope of these other projects?

About your lookupIssues JQL, have you logged {{lookupIssues.size}} to see if you are retrieving expected results?

Please share complete screenshot of your rule and audit log so community can help.

Thanks!

[Christopher Yepez]

Censored.

[John Funk]

Hey Christopher - Welcome to the Atlassian Community!

Can you share the entire rule that you have? 

[Christopher Yepez]

Hello John,

Sorry this is my first time working with this software & that is the whole rule i am trying to use currently.

[John Funk]

Ah, looks like you are missing the action for the lookupIssues. Add an action between the trigger and the Send email action and select lookupIssues. Then add the code to identify which issues apply. 

[Bill Sheboy]

Hi @Christopher Yepez -- Welcome to the Atlassian Community!

Adding to John's suggestions:

After you add the missing Lookup Issues action, you want your email to list the issues for two different assignees.  One way to do that is with list filtering, adding a section for each help desk technician.  For example:

Alice's issues:
{{#lookupIssues}}
{{#if(equals(assignee.displayName,"Alice"))}}* {{key}} | {{summary}} | {{url}}{{/}}
{{/}}

Bob's issues:
{{#lookupIssues}}
{{#if(equals(assignee.displayName,"Bob"))}}* {{key}} | {{summary}} | {{url}}{{/}}
{{/}}

To learn more, please see this article: https://community.atlassian.com/t5/Automation-articles/Filtering-smart-value-lists/ba-p/1827588

Kind regards,
Bill

[Christopher Yepez]

is there a way i can narrow the search. 

Currently i added the lookupissues but its giving me tickets for everyone but i want to narrow it down to myself and 4 others only.

[Christopher Yepez]

@Bill Sheboy 

thank you so much for your comment, in your example would the: "Bob"  be our email address listed within JIRA?

Bob's issues:
{{#lookupIssues}}
{{#if(equals(assignee.displayName,"Bob"))}}* {{key}} | {{summary}} | {{url}}{{/}}
{{/}}

 I updated it but now i get our names but nothing else.

[Bill Sheboy]

Certainly: adjust your JQL to limit the assignees:

project = myProject
  AND assignee IN ("User 1", "User 2", "User 3", "User 4", "User 5")
...and the rest of your JQL

I just saw your additional question about email; to match on that change to this, substituting in Bob's actual email address:

{{#if(equals(assignee.emailAddress, "BobEmailAddress"))}}* {{key}} ... {{/}}

Please note well: this will only work for a company-managed project.  I do not believe the team-managed project's People field contains the email address yet.

[Christopher Yepez]

@Bill Sheboy 

Sorry Bill - I must have this setup wrong still:

The email gets sent out but it only has our names.

[Bill Sheboy]

Sorry if I caused confusion with so many edits to my post!

For the Lookup Issues JQL, select the issues you need, filtered by your assignees.  That can only filter by display name or account id values.  For your user display names, that might be this:

project = "IT Service Desk"
 AND assignee IN ("cyepez", "mwing", "slien", "zrendon", "hsantos")
 AND statusCategory != Done

That would find the issues for the users which are not completed yet.  Please confirm that information as I typed it from your rule image.

For the email body, that is where the Lookup Issues result is filtered.  Please show the email body you are using so we can check it for any errors.

[Christopher Yepez]

@Bill Sheboy 

Here what i have in the body of the email:

Christopher Yepez's issues:
{{#lookupIssues}}
{{#if(equals(assignee.displayName,"cyepez"))}}* {{key}} | {{summary}} | {{url}}{{/}}
{{/}}

Michael Wing's issues:
{{#lookupIssues}}
{{#if(equals(assignee.displayName,"mwing"))}}* {{key}} | {{summary}} | {{url}}{{/}}
{{/}}

Zach Rendon's issues:
{{#lookupIssues}}
{{#if(equals(assignee.displayName,"zrendon"))}}* {{key}} | {{summary}} | {{url}}{{/}}
{{/}}

Sherman Lien's issues:
{{#lookupIssues}}
{{#if(equals(assignee.displayName,"slien"))}}* {{key}} | {{summary}} | {{url}}{{/}}
{{/}}

Henry Santos's issues:
{{#lookupIssues}}
{{#if(equals(assignee.displayName,"hsantos"))}}* {{key}} | {{summary}} | {{url}}{{/}}
{{/}}

[Bill Sheboy]

That part looks correct for the filtering by display name values...assuming they exactly match the case of the display names (as they all appear to be lowercase).

Have you updated the JQL for your lookup issues action and retested yet?  The JQL suggestion I offered should work standalone if you want to test that first from Filters > View All Issues.

What type of project is this: company-managed or team-managed?  You may find that information at the bottom-left side of the page expanding area.

[Christopher Yepez]

Good Morning @Bill Sheboy  

so i made the changes and its so odd, its working but its only giving data for 1 of the 5 of us. 

Company managed 

[John Funk]

Can you share some screenshots?

[Christopher Yepez]

@John Funk @Bill Sheboy  now the email finally showing data but only for Mike & no one else

[Bill Sheboy]

If you use the JQL standalone with an issue search, do you find issues from all of the people?

If "yes", when you look at the user display names for the other people, are they all lowercase, matching the comparisons in your email body?