Workflow with Date Based Triggers

Alyse Middleton

I need to create a workflow that allows for tickets to be reopened based on a custom date field.  

We have a number of situations where - We've done all the work that can be done now - and then need to revisit a ticket after a certain date to do follow up work.

For example we hire temporary freelancers - with a known close out date. We do the setup and then need to do the close out at X determined date in the future.  We'd like to close the ticket or put it on some Long Term Hold and then have it reopened later on the set date to do the close out work.

Daniel Ebers

Hi @Alyse Middleton

I was able to get the following rule working:

It is quite simple. I have some issues where I set the due date to a date, let's say 2021/02/27.
When the rule is executed it checks if the current date is the one with due date field.
If so, the issue is transitioned into progress.

The trigger is a manual one in the example but you could setup it to do the rule executing daily, for a specific project.

Cheers,
Daniel