Jira Automation Compare Two Values & send summary email

adam_clifford3 April 18, 2024

Hello,

I have a DOB field in a Jira project and I want to send a email reminder to myself each month letting me know whos birthday it is. 

I have managed to get the automation to pick up all the tickets that have a DOB within the current month using the Compare Two Values option. 

Screenshot 2024-04-19 111636.jpg

 

But I am unable to get the system to send me a summary email. I am using the following detail in the email body. It sends a individual email for each identified person. 

{{#lookupissues}}
{{summary}} - {{Date of Birth.format("dd MMM")}}
{{/}}

Thanks

2 answers

0 votes
Dexter de Vera
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April 18, 2024

Hi @adam_clifford3 ,

Create a scheduled automation (run 1st day a Month)

Then lookup:

"Date of Birth" >= startOfMonth() and "Date of Birth" <= endOfMonth()

Then send email and add email content:

{{#lookupIssues}}

<a>{{summary}} - {{Date of Birth.format("dd MMM")}}}</a>

{{/}}

 

 

adam_clifford3 April 18, 2024

I tried this, this only works if the DOB is in the current year and not is they were born before this :)

0 votes
Kalyan Sattaluri
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April 18, 2024

Hello @adam_clifford3 

Welcome and This is a nice gesture.

Is this a scheduled trigger? Can you confirm that there is no JQL in the trigger section.. That could be why you are receiving multiple emails. Run this rule with no JQL.

adam_clifford3 April 18, 2024

Hello, there is no JQL I am using the Compare Two Values function to identify the tickets. 

Kalyan Sattaluri
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April 18, 2024

Please share your trigger section screenshot.

adam_clifford3 April 18, 2024

Screenshot 2024-04-19 113945.jpg

Kalyan Sattaluri
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April 18, 2024

Hello Adam.

You havent shared the details of the scheduled trigger screen.

As I have said, There should be no JQL in that section of the scheduled trigger..

If you do, you will get 1 email per issue /user. So instead,

After the scheduled trigger, you need to do an action => lookupIssues and give your JQL there.

Then everything will work.

 

adam_clifford3 April 18, 2024

My bad,

I will try that now. 

adam_clifford3 April 18, 2024

I have removed the JQL but the Compare Two Values is not not working as it does not cycle through the tickets. 

I am trying different JQLs but can not seem to get the JQL to look up tickets and only compare the month. 

Below is an example I have tried

Screenshot 2024-04-19 165718.jpg

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