How do I automatically link a new issue to an epic if the month and year of due date match?

[J F]

I'm trying to create an automation rule in Jira where upon new issue creation (which has a BAU label and due date automatically populated), it checks for an Epic with a BAU tag and a due date which matches the month & year of the new issue's due date.

Example workflow:

• Already in system: BAU Epic (label: BAU, due date: 31 July 2023)
• New issue created: Task 1 (label: BAU, due date: 21 July 2023).
• Automation Rule triggers upon creation: Checks for Epic label = BAU AND Epic due date month and year = Task 1 due date month and year.
  • If both conditions are TRUE, add Epic link for BAU Epic to Task 1.

Appreciate any guidance on whether this is possible and if so, how to proceed. Thank you

[Mark Segall · Accepted solution]

Hi @J F and welcome to the community!

You could do something like this:

• TRIGGER: Issue Created
• CONDITION: Labels Contains BAU
• ACTION: Create Variable
  • varMonth

  • {{issue.dueDate.format("MM")}}

• ACTION: Create Variable
  • varYear

  • {{issue.dueDate.format("yyyy")}}

• ACTION: Lookup Issues

  • issueType = Epic and labels IN (BAU) AND dueDate >= "{{varYear}}-{{varMonth}}-01" AND dueDate < "{{varYear}}-{{varMonth.asNumber.plus(1)}}-01"

• CONDITION (Advanced)
  • {{lookupIssues.size}}
  • Equals
  • 1
• ACTION: Edit Issue (Epic Link)

  • {{lookupIssues}}

[J F]

Thanks for your help @Mark Segall

I'll give this a go and let you know if it works out.

[J F]

Everything works (lookup issues matches with the correct Epic) except for the last condition {{lookupIssues.size}} Equals 1. Any ideas why this might be the case?

Edit: fixed the issue through a refresh. Thanks again @Mark Segall !