Create Automation rules for expiring contracts in Jira Insight

[Melvin Williams]

Hey, at my work they want me to create an automation rule which creates a new ticket whenever certain licenses are about to expire. Since I'm totally new to this topic, I thought maybe some of y'all could help me. From what i saw you can only create automation rules related to Insight ,when the field is created, deleted or updated, which would be a problem for this task i think.

[Andrew Januszak]

Hi Melvin, 

One approach you can take is to create an Automation rule in Insight that runs as a Scheduled event.

For the WHEN part of the rule, you can make the criteria whatever you want, maybe something like contract date (or whatever field holds the contract renewal due date) IS NOT empty. It can be anything but it needs to return true if you want it to work.

Next, add a condition for the IF statement; you can specify a query like,  objecttype = Software AND "License contract" <= 60d AND Status != "License expired". 

That query will find any contracts about to expire in the next 60 days that don't have a ticket created for their renewal yet. 

For the THEN part, you'll add at least two actions: First, action should be to change an attribute like STATUS or a custom field to a value that indicates it's been found by the automation (this will be what prevents the automation from creating a ticket for the same title over and over again--note that the last part of the IF statement above only finds objects that don't have this status). Next action should be to create a Jira ticket. Good luck!