Update status based on Evaluate Later Date

[Shelly Kitchen]

How can I automate moving an idea to a different status once the 'Evaluate Later' date is reached?

[Jens Schumacher - Released_so · Accepted solution]

You can use Jira Automation to move the idea after a specified date is reached. Here’s how you can set it up:

1. Create a New Automation Rule:

• Go to Project Settings and select Automation (or navigate to System Settings > Automation Rules for a global rule).
• Click Create rule.

2. Set the Trigger:

• Choose the Scheduled trigger.
• Configure the schedule to run daily (or at whatever interval suits your needs).

3. Add a Condition:

• Add a JQL condition to check if the current date is equal to or greater than the ‘Evaluate Later’ date field.
• For example, you can use: "Evaluate Later" <= startOfDay()

4. Add the Transition Action:

• Choose the Transition issue action to move the issues to the desired status (e.g., ‘In Progress’, ‘To Do’).

5. Save and Enable the Rule:

• Give the rule a name, save it, and turn it on.

Disclaimer: The above should work, but I haven't had the time to test it. 

[Levi Palmer]

Hi Jens. That was the route that I was attempting with scheduled triggers. The problem is in the JQL query. JPD uses a custom date format that doesn't support that kind of logic. It also isn't a smart value either. 

[Jens Schumacher - Released_so]

Hi @Levi Palmer , you are right. I missed that JPD uses a different format. 

After a little bit of research and trial and error I figured out a viable solution. 

1. Create variable

Copy a re-formatted JPD value into a variable called targetDate (you can choose a different name). Use the following for the smart value: 

{{triggerIssue.customfield_10392.substringAfter("\"end\":\"").substringBefore("\"")}}

2. {{smart values}} condition 

Compare the variable to a formatted version of the current date

{{now.jiraDate}} equals {{targetDate}}

That will allow you to check if the JPD date matches today's date.

Hope this helps.