Automation to set custom field based on resolved date

Michelle Rohan_rm3nyz

I want to add to my dashboard a view that allows me to see number of issues completed, by type, by month. I chose the 'Two Dimenstional filter status' widget from the dashboards. I created a custom field, single picker, and added all of the months I want to include. Now I'd like to add an automation that will auto populate the month from the picker based on the resolved date. So, if I moved an issue to 'Done' today, it would select 'Oct 23' from my custom field. Is this possible? If not, is there a better way to achieve this result?

Bill Sheboy

Hi @Michelle Rohan 

First thing, I do not work for Atlassian or a marketplace vendor.  With that disclaimer out of the way...

I believe you can do that with a rule, setting that field based on the resolved date, using the date/time format() function to convert to a value that will match your single-select field list.  To have historical data (resolved in the past) you would need to run that repeatedly with a scheduled trigger to set the field...as far back as you needed.

Or, how about trying something quicker first?  There is a free, dashboard gadget from Atlassian which can plot data (over time like by Resolved) using a JQL query.  Although there is a bit of learning curve it is quite flexible in what it can do.  And...it would immediately give you access to data from the past as it is just based on JQL.  Essentially you create data series (like with a spreadsheet chart), and plot them in various ways.

Here is the addon link in the marketplace if you want to try that one: https://marketplace.atlassian.com/apps/1214527/javascript-charts-for-jira-cloud?hosting=cloud&tab=overview

Kind regards,
Bill