How do I automatically link a new issue to an epic if the month and year of due date match?

J F_3408nt

I'm trying to create an automation rule in Jira where upon new issue creation (which has a BAU label and due date automatically populated), it checks for an Epic with a BAU tag and a due date which matches the month & year of the new issue's due date.

Example workflow:

• Already in system: BAU Epic (label: BAU, due date: 31 July 2023)
• New issue created: Task 1 (label: BAU, due date: 21 July 2023).
• Automation Rule triggers upon creation: Checks for Epic label = BAU AND Epic due date month and year = Task 1 due date month and year.
  • If both conditions are TRUE, add Epic link for BAU Epic to Task 1.

Appreciate any guidance on whether this is possible and if so, how to proceed. Thank you

Mark Segall

Hi @J F and welcome to the community!

You could do something like this:

• TRIGGER: Issue Created
• CONDITION: Labels Contains BAU
• ACTION: Create Variable
  • varMonth

  • {{issue.dueDate.format("MM")}}

• ACTION: Create Variable
  • varYear

  • {{issue.dueDate.format("yyyy")}}

• ACTION: Lookup Issues

  • issueType = Epic and labels IN (BAU) AND dueDate >= "{{varYear}}-{{varMonth}}-01" AND dueDate < "{{varYear}}-{{varMonth.asNumber.plus(1)}}-01"

• CONDITION (Advanced)
  • {{lookupIssues.size}}
  • Equals
  • 1
• ACTION: Edit Issue (Epic Link)

  • {{lookupIssues}}