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Create a Jira Issue for Overdue Assets

This rule is designed to automatically generate a Jira issue when an asset is overdue for its expected check-in date. By setting this rule, you can ensure timely follow-up and resolution of overdue assets.

1. Set Up the Trigger

Purpose: the rule will activate when an asset is overdue by 1 day from the expected check-in date.

  • Trigger: Due Date & Expiration

  • Configuration:

    • Resource Type: Choose Asset.

    • With: Select Expected Checkin.

    • Days Overdue: Enter 1.

    • Click Next to proceed.

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2. Add an Action

  • Choose a Component: After clicking on Add a component, select Add an action from the dialog that appears.

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  • Action Selection: You will be directed to the action selection stage. Click on Create a Jira Issue.

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  • Configuration:

    • Project: Select the relevant Jira project from the dropdown menu.

    • Issue Type: Choose the type of issue from the dropdown menu.

    • Summary: Provide a summary of the issue. You can use the Smart Value Overdue/Expiration Resource - Name to dynamically insert the resource name.

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Description: Enter a detailed description of the issue.

Assignee: Optionally, specify who the issue will be assigned to.

Action Completion: Click Next to proceed.

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3. Add Rule Summary

Click on image-20241029-112749.png to finish setting up the rule. You will be navigated to the Rule Summary screen.

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Click on Create if you have finished building the rule

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The Rule Summary dialog

  • Inputs Required:

    • Rule Name: Enter a descriptive name for your rule.

    • Description: Optionally, add a description for clarity.

    • Toggle Status: Choose to enable or disable the rule.

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  • Completion: After filling in the required information, click the image-20241029-112745.png button again to finalize and activate your rule.

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Your newly created rule will be displayed in the rule list

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