Set reminder notification against for certain ticket type

[Tomasz Bis]

HI,

I have created ticket type called 'important dates'.

I have set a 'due date' field that shows me when SSL certificate is about to expire or a contract is due for renewal for instance.

I have also created a calendar that contains all of these ticket types.

All these above are useful, but I am wondering whether I can set an email reminders lets say 1 month earlier date than the 'due date' that would trigger an email reminder to participants and assignee in that ticket.

Has anyone tried something similar please?

Many Thanks

[Mark Segall · Accepted solution]

Hi @Tomasz Bis 

This is totally possible with automation.  I would recommend a daily schedule with some type of flag that can be set so that users are not reminded daily.  For simplicity my example will leverage a label called (notified), but you could easily use a component or custom field as well.

• TRIGGER:  Scheduled Daily with the following JQL

  • "Due Date" < 30d AND (labels NOT IN (notified) OR labels IS EMPTY)

• ACTION: Send Email - Set the recipients and do something like this for subject/body:
  • SUBJECT

    •  {{issue}} coming up for renewal in 30 days

  • BODY

    • <a href="https://YOURINSTANCE.atlassian.net/browse/{{issue.key}}">{{issue.key}}</a> - {{issue.summary}} is coming up for renewal. 

• ACTION: Edit Issue - This is where you set the label so emails don't go out every day leading up to the due date.

[Tomasz Bis]

Thank you @Mark Segall  for the above.

I am not sure if I fully understand that.

The example I am working on (ticket type) is named 'Important Dates'.

Where do I input the ticket type name to make sure this automation is looking at the right due date (under the right ticket type) please?

The first part of the above automation - Trigger. 
should I select 'Basic' or 'Advance(CRON expression).

Would you be so kind and add a bit more screenshots to cover the above scenario going through it step by step please?

Thank you very much in advance.

[Mark Segall]

Sure... My environment is a bit different than yours, but here are some screenshots of how you this would work:

[Tomasz Bis]

Thank you