creating a new issue monthly and assigning with round robin not working

[Anna Stutter Garcia]

Hi there,

I have a set of recurrent tasks that I want to get assigned in a round robin way to three members in my team every time this recurrent task is created automatically at the beginning of the month.

therefore I want to create a rule that

1. creates a task called "drive X meeting" every first monday of the month

2. then assigns a person in the list of three people in a round robin manner each month

3. and adds this task to an epic we have called "recurrent tasks Q2".

I've created the following rule but I keep getting problems:

When: every 1 monday of the month

Then: create new issue in Project X, Issue Type Task

And: assign issue to people from a list in round robin - I provide the list

And: edit issue field "epic link" to Epic X

the result I get is that at step "and assign issue to people from a list" is an error message saying "This component may be incompatible: issue

PS: I changed to scheduled every 5 mins to test the rule, I would change it back to monthly once it works.

What can I correct so this works?

thanks!

[Bill Sheboy]

Hi @Anna Stutter Garcia -- Welcome to the Atlassian Community!

The assign action uses the work item (formerly called "issue") in scope at that point in the rule.  But there is no work item (as your scheduled trigger likely has no JQL).

The solution is to add a branch after the work item is created, making it visible to the assignment:

• trigger: scheduled (with no JQL)
• action: create work item for the Task, setting the parent to Epic X at the same time
• branch: to most recently created work item
  • action: assign the work item

Please note I also removed your edit to set the Epic Link, as the parent can be set when the work item is created.

One more thing, as I noted the renaming of "issue": your automation rule actions may still show as Create Issue, Branch to most recently created issue, and Assign Issue.

Kind regards,
Bill