How can i set up automation?

Question

My goal is to set up an automation that will allow me to update existing tasks every Saturday. I know how to schedule time each Saturday in Jira, but I'm not sure the best way to configure the automation so that these tasks appear automatically and so that Jira keeps a history of each Saturday.
Could you tell me how to set up this automation? I'd like the existing tasks to be updated automatically every Saturday, and I'd also like to be able to consult a history of the actions carried out each week.
I'd be grateful for detailed instructions on how to do this in Jira.

Trudy P Claspill · Answer

Hello @RAMI

Have you reviewed the documentation for creating Automation Rules and made any attempts at creating such an automation?

https://support.atlassian.com/cloud-automation/docs/jira-cloud-automation/

If you want to do this on a schedule, and you can create a filter that would retrieve the issues you want to update, and if you want to update all the issues in the same way, then you could create a rule that uses a Schedule trigger.

After using the Schedule trigger to retrieve the issues. You can add actions for Transition Issue, Comment on Issue, and Edit Issue to make the changes you've specified.

The execution of the rule will generate an Audit Log entry (in the Automation Rules area) that lists all the issue it operated against. It doesn't list the details of the changes, such as the before and after values, but you could augment the Audit Log entry by using the Log action to write more information into the Audit Log. With the Log action you could write into the Audit Log the before and after values. You could also consider sending the information to yourself via email by using the Send Email action.

However, any change made to the issue will be noted in the issue's own History, so I'm not sure about any value being added by generating additional reports.

RAMI_30v0uh · Answer

Hello @Trudy P Claspill ,

Thank you for your response. I would like to automate the update of specific maintenance tickets every Saturday in a Kanban board. The actions include adding comments, updating dates, changing statuses, and modifying a dropdown field... I want to ensure a clear history of the updates and have an overview of these weekly actions. Could you please assist me in configuring this in Jira?

Trudy P Claspill · Answer

Hello @RAMI

Welcome to the Atlassian community.

What changes do you want to make?

What is the criteria for selecting the issues to be updated?

All changes to Jira issues  are recorded in the history of the individual issues. If that is not an adequate record, can you provide more information about what you want in the report of the automated updates?