Hi all I've scoured the source material and google - it's been several hours and I can't get this to work. I want to automatically set the start and due date to the beginning and end of a quarter based on the summary string. For example, "Q3 Reviews" would set the start date for July 1st and end date for Sept 30th. The IF condition is working fine, but my code is failing to update the start and due date. The audit log states the rules ran successfully and edited the issue. Start date: {{#switch}}{{issue.summary. match ( 'Q1' ) ? now. format ( 'YYYY' ) + '-03-31' }}{{issue.summary. match ( 'Q2' ) ? now. format ( 'YYYY' ) + '-06-30' }}{{issue.summary. match ( 'Q3' ) ? now. format ( 'YYYY' ) + '-09-30' }}{{issue.summary. match ( 'Q4' ) ? now. format ( 'YYYY' ) + '-12-31' }}{{/switch}} Due Date: {{#switch}}{{issue.summary.match('Q1') ? now.format('YYYY') + '-06-30'}}{{issue.summary.match('Q2') ? now.format('YYYY') + '-09-30'}}{{issue.summary.match('Q3') ? now.format('YYYY') + '-12-31'}}{{issue.summary.match('Q4') ? (now.format('YYYY') + 1) + '-03-31'}}{{/switch}} I have also tried using wildcards e.g. "issue.summary.match('Q1.*')" Can anyone point me in the right direction?

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Set Start Date and Due Date based on Quarter in Summary

Adam Channing

Hi all

I've scoured the source material and google - it's been several hours and I can't get this to work.

I want to automatically set the start and due date to the beginning and end of a quarter based on the summary string.

For example, "Q3 Reviews" would set the start date for July 1st and end date for Sept 30th.

The IF condition is working fine, but my code is failing to update the start and due date. The audit log states the rules ran successfully and edited the issue.

Start date:

{{#switch}}{{issue.summary.<span>match</span>(<span>'Q1'</span>) ? now.<span>format</span>(<span>'YYYY'</span>) + <span>'-03-31'</span>}}{{issue.summary.<span>match</span>(<span>'Q2'</span>) ? now.<span>format</span>(<span>'YYYY'</span>) + <span>'-06-30'</span>}}{{issue.summary.<span>match</span>(<span>'Q3'</span>) ? now.<span>format</span>(<span>'YYYY'</span>) + <span>'-09-30'</span>}}{{issue.summary.<span>match</span>(<span>'Q4'</span>) ? now.<span>format</span>(<span>'YYYY'</span>) + <span>'-12-31'</span>}}{{/switch}}

Due Date:

{{#switch}}{{issue.summary.match('Q1') ? now.format('YYYY') + '-06-30'}}{{issue.summary.match('Q2') ? now.format('YYYY') + '-09-30'}}{{issue.summary.match('Q3') ? now.format('YYYY') + '-12-31'}}{{issue.summary.match('Q4') ? (now.format('YYYY') + 1) + '-03-31'}}{{/switch}}

I have also tried using wildcards e.g. "issue.summary.match('Q1.*')"

Can anyone point me in the right direction?

Accepted answers

Adam Channing

Okay I eventually figured out the correct JQL and smart values to use to get this right. So the condition for checking if the issue created date is after the first day of March (current year) is:

So to check whether a task created should be assigned to this years quarter (e.g. Q1) or next years based on the created date now works!

All comments

Vamsi Kandala

Hi @Adam Channing

Welcome to Atlassian community!

This is what I did when creating the automation rule:

Select the trigger as 'Issue created'
Checking if the issue type is of specific one, in this case 'Bug'
Added 'if / else block'
- Added the 'Issue fields condition'
- Selected 'Summary' for 'Field'
- Select 'contains' for 'Condition'
- Entered 'Q1' for 'Value'
Selected the 'Edit issue' as 'New action' component
- Selected 'Start Date' and entered '{{now.withMonth(3).endOfMonth}}'
- Selected 'Due Date' and entered '{{now.withMonth(6).endOfMonth}}'
Repeated the process for Q2, Q3 and Q4.
Q2
- Start Date - {{now.withMonth(6).endOfMonth}}
- Due Date - {{now.withMonth(9).endOfMonth}}
Q3
- Start Date - {{now.withMonth(9).endOfMonth}}
- Due Date - {{now.withMonth(12).endOfMonth}}
Q4
- Start Date - {{now.withMonth(12).endOfMonth}}
- Due Date - {{now.plusYears(1).withMonth(3).endOfMonth}}

I am enclosing the screenshot for your reference.

Hope this helps.

Thanks,
Vamsi

Screenshot 2023-02-16 114237.png

Adam Channing

Thanks so much!

Thats working perfectly! I'm experimenting now with trying to add conditions to check if the quarter variable is in the future, and if so move the start and due dates to next year.

So far it's setting all of my dates to next year to I havent quite figured that part out yet!!

Vamsi Kandala

Hi @Adam Channing

Glad that it worked out.

Good to know that you are trying to enhance the logic. Sorry, I did not quite follow the condition based on your automation rule screenshot.

If you don't mind, can you provide a brief example about what you are looking for so that I can provide you a solution?

Thanks,
Vamsi

Adam Channing

Thanks!

So in trying to set the start/due date according to the quarter in the title, e.g. Q2, I also want to set a condition to check if the current date is after the end of Q2.

But even though we havent reached Q2 yet, the issue is still setting the start/due dates to next year.

If Block:

Issue Fields Condition:

Summary contains Q2

and

JQL condition

{{issue.created >= now.withMonth(6).endOfMonth()}}

Then

Edit Issue Fields:

Start date

{{issue.created >= now.withMonth(6).endOfMonth()}}

Due date

{{issue.created >= now.withMonth(6).endOfMonth()}}

Else

Issue Fields Condition:

Summary contains Q2

Then

Start Date - {{now.withMonth(6).endOfMonth}}
Due Date - {{now.withMonth(9).endOfMonth}}

Adam Channing

Okay I eventually figured out the correct JQL and smart values to use to get this right. So the condition for checking if the issue created date is after the first day of March (current year) is:

So to check whether a task created should be assigned to this years quarter (e.g. Q1) or next years based on the created date now works!

Sowmiya_vognmr

Is it possible to set Quarters automatically(Q1, Q2, Q3, Q4) based on due date present in the ticket?

Thanks

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