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How can I transition issues automatically on a specific date?

f_pocetti August 21, 2020

I create my issues, but I don't transition them to "Approved" status until certain dates. 

 

Is there a way to set up a "Move to approved date" in order to automatically detect this and transition such issues?

 

It would save up a lot of time and worries!

 

Thanks 

1 answer

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Jack Brickey
Community Champion
August 21, 2020

Yes you can look at using Automation for this. The question I have is how is the date defined? Maybe every Monday or maybe 5 days after creation or something else? Regardless, you need to have some rule that defines the timing to leverage in the automation.

f_pocetti August 21, 2020

Thank you Jack! The date is specific for each issue, there is no rule for that. That's why I need to set this field and automatically approve the issue once that date is reached. 

Jack Brickey
Community Champion
August 21, 2020

Ok so you have a date field in the issue that can be inspected to see if it is time to approve, correct? If so then using Automation would look like this loosely ...

  1. trigger = scheduled and run it daily
  2. conditions = not yet approved and approval date = today
  3. action = approve
Like f_pocetti likes this
f_pocetti August 27, 2020

Thank you Jack!! 
I've followed your steps but achieved it with a little twist. I've created a custom field "Date of Approval". With that, I run the automation:

 

1. trigger = scheduled and run it daily

2. conditions = I've decided to run a JQL search instead of setting the parameters. I know it's not the most efficient way, but I couldn't find my new custom field in the comparisons options.

  • JQL SEARCH: status = "To Do" AND "Date of Approval[Date]" >= -1d

3. Action = approve

 

Thank you for your guidance

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