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Transition based Automation to clear fields

Prabakaran Parthiban

I have two transitions called "Expire Quote" and "Record Quote" for a status, I'd like to do a schedule automation like when the issues move from the "Expire Quote" transition the action would be some set of custom fields has to be cleared. If the issue moves from "Record Quote" the field shouldn't be cleared.

I tried with Jira Automation/JWT automation but no luck.

Is there a way to do this with "Script runner"/ the automations?

Thanks,

Prabhu

Accepted answers

All comments

Mark Segall

Hi @Prabakaran Parthiban - To confirm, you're wanting to perform action when it transitions from one of those two statuses? If so, automation doesn't quite work that way. You'd want to instead perform the action on the destination status(es). You'd use the Issue Transitioned trigger and it would look something like this:

FROM: Expire Quote, Record Quote
TO: All possible destination statuses

If it's possible that both statuses can transition to the same destination statuses, the easiest approach would be to set up separate rules for each.

Prabakaran Parthiban

Hi @Mark Segall Thanks for the suggestion.

I've a question, How does the schedule work here? This should happen automatically at a particular time.

I don't see the Issue Transitioned trigger on the trigger section. How to configure this?

Screenshot 2022-07-12 223108.jpg

Mark Segall

Interesting - It looks like you only have DevOps triggers in your automation (there are several more specific to Jira issues). Does your server instance have this automation add on installed?

https://marketplace.atlassian.com/apps/1215460/automation-for-jira-data-center-and-server?tab=overview&hosting=datacenter

Prabakaran Parthiban

No, we don't have Automation for Jira. Is there any other possible way to do with JWT Automation/ Scriptings?

Thanks!

Prabakaran P_vllye9

I installed the "Automation for Jira" app to my test instance, but I couldn't configure it.

Prabakaran P_vllye9

I tried with the transition based trigger, but not sure how this works on a schedule. This I done it through project not on the workflow transition.

Mark Segall

This will be specific to your project. If you click on Rule Details, there's a section for project scope where you'll see which project(s) are in scope. So, if only your project is selected, it looks like you're establishing a rule that triggers when the issue transitions from QUOTE DELIVERED to CLOSED with an action of updating the field values for these fields:

Business Fee Recurring
Business Fee Non-Recurring
Development Hours Estimate
Quote Result
Business Waive Fee Reason field values

If this is your intent, it should work as designed. If not, please provide a bit more context into what you're trying to automate.

Prabakaran P_vllye9

How does this work on a particular time? For example, I want to clear those fields every Friday night, around 11PM.

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