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This rule automatically generates a Jira issue when a license is approaching its expiration date, helping to ensure timely renewals or actions are taken.

Step-by-Step Guide

  1. Set Up the Trigger

    • Trigger: Due Date & Expiration

    • Configuration:

      • Resource Type: Choose License.

      • With: Select Expiration Date.

      • Days to Expiry: Enter 5.

    • Result: This configuration means the rule will activate when a license is set to expire in 5 days.

    • Action: Click Next to proceed.

  2. Add an Action

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

    • Action Selection: You will be directed to the action selection stage.

    • Choose Action: Click on Create a Jira Issue.

  3. Configure the Create a Jira Issue Action

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

    • Issue Type: Choose the type of issue (e.g., Bug, Task) from the dropdown menu.

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

    • Description: Enter a detailed description of the issue.

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

    • Action Completion: Click Next to proceed.

  4. Finish Setting Up the Rule

    • Finalization: Click on Create to finish setting up the rule.

    • Rule Summary: You will be navigated to the Rule Summary screen.

    • 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.

    • Completion: After filling in the required information, click the Create button again to finalize and activate your rule.

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