Automating a transition based on date

[James Gilchrist]

Hi All,

Am a brand new user to Jira (working in Team Managed Project).

I want to automate the movement of an issue on a Kanban board. Once 'start date' = today, the issue transitions from Swimlane 1 to Swimlane 2.

[Trudy Claspill]

Hello @James Gilchrist 

Welcome to the Atlassian community.

"Swimlane" refers to the horizontal grouping of issues. Swimlanes are set by the use of the Group By option above the board on the right side. Are you sure you really mean that you want to move the issues between such horizontal groupings? If so,

1. What option have you selected for Group By?
2. What grouping is the issue in originally?
3. What group do you want to move it to?

If moving between horizontal groupings is not what you want to, please provide more information. It might help clarify your requirement if you provide a screen image showing your board and annotate it to show an issue that you would want to move and where you want to move it.

[James Gilchrist]

My apologies. I thought a swim lane referred to the vertical grouping of Issues based on which stage they are in the workflow.

I want an automation that runs at 8am every morning , tests only issues in the 0/7 Pre-Initiation (To Do Status) and moves the issue from 0/7 Pre-initiation to 1/7 Discovery if today is equal to Start Date on the issue.

I hope that make more sense....thanks for your help.

[Trudy Claspill]

Thank you for the additional information. That is helpful.

As a new Jira user and admin you may want to take advantage of the considerable free, on-demand training available at https://university.atlassian.com

It includes a few modules about Automation Rules.

Have you tried constructing the rule? We encourage user to learn through doing. You might want to set up a second project to use for experimenting so that you don't do something unintended to your production data.

The basic rule you would want would use a Scheduled trigger that uses JQL to select the issues you want change. You would then add a Transition Issue action to transition the selected issues to the desired status.