How can I automate a field value to be updated automatically in FY-Q (Fiscal Year-Quarter) format?

[Shardul Bhisikar]

In JIRA Project, there are two field names as "Date Reported" which based on the Date type, and 2nd one is "FY-Q" which based on the Short Text.

The value under "FY-Q" field should automatically be updated depending on the value under "Date Reported" field. Example: The value in the "Date Reported" field is 'Nov 29, 2024', so the value under "FY-Q" field should automatically be updated to 'FY25-Q3'.

[Bill Sheboy]

Hi @Shardul Bhisikar -- Welcome to the Atlassian Community!

The field may be set using automation rules, formatting the Date Reported field using the date / time functions to get the short text field.

https://support.atlassian.com/cloud-automation/docs/jira-smart-values-date-and-time/#Date-format---

The keys for your scenario are:

• Properly increment the date to match your fiscal year before formatting the value
• Using the correct year format, depending upon on how your fiscal years work.  Otherwise your year (and quarter) could be off by + / - 1 year at the year boundaries in January and December.
  • "yyyy" would be the year of the era
  • "YYYY" would be for week-based year

You will likely need 2-3 rules for this scenario:

1. When an issue is created, set the short text field
2. When the Date Reported field changes, update the short text field
3. When someone manually changes the short text field, set it back to the calculated value (This one could be combined with rule #2.)

To get you started on creating your rule, please refer to these documentation and example sources:

• https://www.atlassian.com/software/jira/guides/automation/overview#what-is-automation
• https://www.atlassian.com/software/jira/automation-template-library#/rule-list?systemLabelId=all&page=1&pageSize=20&sortKey=name&sortOrder=ASC
• https://support.atlassian.com/cloud-automation/docs/jira-smart-values-issues/

Kind regards,
Bill

[John Funk]

Hi Shardul - Welcome to the Atlassian Community!

You could create an Automation rule based on a Field Value Changed trigger on the Date Reported field. Then use a series of IF/ELSE conditions to set the value of the FY-Q field.