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Send bulk E-Mail Summaries with automation on custom calendar field date

Miguel Gomez Limmert
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February 5, 2019

Hi!

I have a simple calendar custom field that we use to mark tickets that we need to do external actions with every Friday. 

The thing is that I want to set up a rule that sends a mail summary every Friday with the issues that have been marked for that day in that custom field. 

Is that possible?

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andreas
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February 5, 2019

Hi Miguel,

So you could configure a rule to run like this:

  • Scheduled trigger with CRON to run every Friday at the time of your choosing with JQL: "Your date field" = now() 
  • Send e-mail action

You can then use smart-values to pull information out of the issues in the e-mail: https://docs.automationforjira.com/working-with-issue-data/smart-values.html

By default, this will send an e-mail per issue, but if you are in server, then you can also send a bulk e-mail, if you select to process issues in bulk in the trigger under 'More options'.

Cheers,
Andreas

Miguel Gomez Limmert
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February 7, 2019

Awesome! Thanks @andreas

Worked. 

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