Jira automation that checks a date to set reminders yearly.

Question

I have a "Contract Signed Date" (month/day/year) and I want the automation to tigger every year on that month/day so I can review the contract yearly, how would I go about comparing the current month/day to the month/day of the "Contract Signed Date"?

Bill Sheboy · Answer

An idea to help: adjust for reviews that should happen during the upcoming week, giving you a window of time to respond.  Use .format() to compare if the contract signed date (adjusted to this year) has a week matching the current week.

unknown · Answer

@Bill Sheboy Thanks for the advice, that is something I'll keep in mind and see how I can tweak this to make sure I am not missing contracts when they come due for review.

Bill Sheboy · Answer

Hi @[deleted]

If this rule works for you, I recommend using it; simple is better for a need like this.  When I see use cases like this for a multi-year need, I ponder what Automation for Jira will even look like in 5 years, so making this overly complex may not be maintainable.

One other thing to watch for, as this is for contract reviews: When there is a Jira automation outage, information from the Atlassian support team indicates:

* scheduled rules which miss their scheduled time (during the outage) could be skipped,
* could run back-to-back and catch up, or
* may not run at all.

That is depending upon the specifics of the outage.  Please consider how to manage a rule not running when you expect so you get the alerts you need.

Kind regards,
Bill