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How can I transition issues automatically on a specific date?

f_pocetti

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

Accepted answers

Jack Brickey

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.

All comments

Jack Brickey

f_pocetti

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

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 ...

trigger = scheduled and run it daily
conditions = not yet approved and approval date = today
action = approve

f_pocetti

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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