How to automate transition if a specific value matches due date, which is today?

Wonderful Life

Dear Support,

I would like to automate the transition of a status of a task on Kanban boards.

I use Kanban board status transition schemes as "any-to-any" without any specific sequence.

What I would like to automate:

Rule One: if a Due Date field in any task in any column (e.g. backlog) matches today (i.e. current date), then this task should be moved to a column (e.g. TODAY) with a specific status (e.g. TODAY).

Rule Two: if the said task is not moved by user to another column (e.g. Done) within the said due date (i.e. TODAY), then the next day this task should be flagged and moved to a specific column (with another status).

1) Is it possible and how to arrange the said rules for a) a specific project, b) multiple projects, c) globally?

2) Is it possible and how to arrange the said rules for other types of boards (i.e. non-Kanban)?

3) Can the said rules be arranged for Company-managed software only?

4) Are there any 3-party solutions for automation?

 

Mark Segall

Hi @Wonderful Life and welcome to the community!

You can do this with one rule:

• TRIGGER: Scheduled (Daily)
  • No JQL
• BRANCH (JQL)
  We'll first look for the overdue issues
  

  • issueType = Task and status = TODAY and dueDate < startOfDay()

  • ACTION: Edit Issue (Flagged)
  • ACTION: Transition Issue to desired status
• BRANCH (JQL)
  Look for the issues to be transitioned to TODAY

  • issueType = TASK and status NOT IN (TODAY,DONE) and dueDate >= startOfDay() and dueDate < startOfDay(1) 

  • ACTION: Transition Issue to Today

 

1) Is it possible and how to arrange the said rules for a) a specific project, b) multiple projects, c) globally?

Yes - You would just need to set the rule scope.

Note 1 - You would do this from Settings >> Global Automation and need to be a Jira Admin.

Note 2 - You'll need to keep an eye on rule executions to make sure it doesn't execute too frequently and get throttled.

2) Is it possible and how to arrange the said rules for other types of boards (i.e. non-Kanban)?

As long as you're using the same fields/statuses, the rule will be indiscriminate of boards

3) Can the said rules be arranged for Company-managed software only?

Yes - Like question 1, you can do this by adjusting the project scope. You would need to set a multiple project scope and be explicit as to which projects are in scope to exclude team managed projects.

4) Are there any 3-party solutions for automation?

I don't see a need for 3rd party solution.  Jira's automation is quite robust.  If it can't handle it the way you want, there are likely workarounds out there.