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How to automatically set due date to the first day of next year.

Mary Kasinger

Hello,

I am trying to create recurring issues that are using scheduled rules. So these will get created monthly, yearly, quarterly, or weekly depending on a field that I called"monthly", "yearly", "quarterly", or "weekly".

If I'm working on the "Yearly" rule, how do I use automation to assign the due date to be the first day of the following year? I am having trouble with the JSON. So the creation date will be 1/1/2024 and the due date should be 1/1/2024.

This is what I have below.

Recurring Yearly Tasks.png

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Bill Sheboy

Hi @Mary Kasinger -- Welcome to the Atlassian Community!

There are built-in date-time functions that could help do that: https://support.atlassian.com/cloud-automation/docs/jira-smart-values-date-and-time/

For example using plusYears() and dayOfYear() you could adjust {{now}} to the first of the next year with:

Please consider also examining the time adjustments if that is relevant for your use case.

Kind regards,
Bill

Mary Kasinger

Hi Bill,

Sorry for the late reply, and thanks for your answer!

I ran this task to test it out, and it failed. Attached is a screenshot with my current automation - do you think there is something incorrectly set up on my end? You'll see I have the smart value entered in the "Advanced branching" condition.

I am trying to schedule this to have a due date on the first of every year, and I want this to be also run on the first of every year. I want to do this for my monthly and weekly reports as well, but I figured if I can get the yearly one set up then I can figure out the other ones.

I so appreciate any help and your help so far Yearly Recurring.png

Bill Sheboy

Hi!

My understanding was you were trying to set the Due Date for specific time frames, and so...there should not be a need for an advanced branch in the rule.

If you want the rule to trigger on that date/timeframe, set the scheduled rule schedule using the selections or a CRON expression, and then create the issue and set the Due Date. As {{now}} will match your date, setting the field is straightforward.
If instead want to run the rule at any timeframe, and then create the issues and set the date for the desired value using a smart value expression. Please look at the example expression I provided for the first of the year.

So the question is: when/under what conditions do you want to create these issues and set the Due Date?

Mary Kasinger

Thanks, Bill! I was able to create and run the automation to set up the correct due date. I'm now having trouble with duplication of these issues (see below screenshot of scheduled issue followed by the setup behind the action). Jira Automation.png

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