Automation: How to automatically create a Story every month with being linked to different Epic

Caleb Park_omkpsq

Hi guys,

 

Is there a way to build an automation that automatically creates a Story that should be linked to a certain Epic every month?

 

For example, I already have monthly Epics with names like Jan 2023, Feb 2023, Mar 2023, Apr 2023, etc.

And I want to create a Story on every 25th of the month and it should be linked to applicable Epic.

On August 25th, a Story gets created under "Aug 2023" Epic.

On September 25th, a Story gets created under "Sep 2023" Epic.

On October 25th, a Story gets created under "Oct 2023" Epic.

 

I know how to do this by creating every different automation for every single Story, but I am wondering if there is any way to make it work in ONE automation.

Trudy P Claspill

Hello @Caleb Park 

Yes, this is possible.

You can set up a rule that uses a Schedule trigger to run on the 25th of each month.

In that rule you can create the Story issue.

You can use this smart value to get the Month portion of the current date.

{{now.format("MMM")}}

With that you can execute a Lookup Issues action to find the Epic that has that month in its summary, using JQL:

summary ~ "\"{{now.format("MMM")}} 2023 \"" and issuetype=Epic

You can confirm that you got exactly one matching epic by using a Condition to check the size of the results set from the Lookup Issue action is 1.

{{lookupIssues.size}} equals 1

If that passes, you can get the key for the Epic in the results set using

{{lookupIssues.first.key}}

You can use that to set the "Epic Link" field for the new issue you create.