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Automation creation for "Project Start/ Target" custom date fields for -#days

Sahar Qarem

Hello,

Need to create a jira automation to send a scheduled email of all the ideas that have a project target in set number of days, but since it's not a jira field I'm only able to search for a specific date not if "x number of days left.

Any idea how?

Accepted answers

Nick Haller

Hi @Sahar Qarem .

Important to note Jira dates follow a specific date (and time) formatting like:

"YYYY-MM-DD"

JPD dates follow a range formatting like:

"{\"start\":\"YYYY-MM-DD\",\"end\":\"YYYY-MM-DD\"}"

Because of the difference - JPD date-fields are not fully supported with automations, and also do not have the same filtering / JQL capabilities like Jira date-fields.

Having said that, I think your use case may still be possible if we manipulate the JPD date-field through smart values, and compare it to a date or another field. Below is an example of this.

1) WHEN: Scheduled (select when this automation should be scheduled to run)

2) THEN: Create variable

Variable name = TargetDate (or anything you like)
Smart value =

{{issue.customfield_XXXXX.substringBetween("\"start\":\"","\",\"end\"")}}

^ customfield_XXXXX would be the custom ID of your JPD date-field

*3 / 4) These steps can be disregarded, and were simply used for logging purposes to troubleshoot and debug throughout testing

5) IF: {{smart values}} condition (aka "Compare two values")

First value = {{TargetDate}}
- ^ This would be the variable configured in step 2
Condition = equals
Second value = {{now.plusDays(5).jiraDate}}

6) THEN: Send Slack message (or email user(s) / preform some other action)

Step 2 converts my JPD Project target field from a range, into a variable with the formatting of yyyy-mm-dd. This is done using string processing.

Step 5 then compares the variable to the present date + 5 days from now (future date so to speak), and if these two dates match - the automation sends a message to Slack.

Here is the Audit log tab of this automation through some testing:

I'm not sure this is the "perfect" way to do this, but I hope it helps and can reference when configuring your automation!

All comments

Nick Haller

Hi @Sahar Qarem ,

Important to note Jira dates follow a specific date (and time) formatting like:

"YYYY-MM-DD"

JPD dates follow a range formatting like:

"{\"start\":\"YYYY-MM-DD\",\"end\":\"YYYY-MM-DD\"}"

Because of the difference - JPD date-fields are not fully supported with automations, and also do not have the same filtering / JQL capabilities like Jira date-fields.

Having said that, I think your use case may still be possible if we manipulate the JPD date-field through smart values, and compare it to a date or another field. Below is an example of this.

1) WHEN: Scheduled (select when this automation should be scheduled to run)

2) THEN: Create variable

Variable name = TargetDate (or anything you like)
Smart value =

{{issue.customfield_XXXXX.substringBetween("\"start\":\"","\",\"end\"")}}

^ customfield_XXXXX would be the custom ID of your JPD date-field

*3 / 4) These steps can be disregarded, and were simply used for logging purposes to troubleshoot and debug throughout testing

5) IF: {{smart values}} condition (aka "Compare two values")

First value = {{TargetDate}}
- ^ This would be the variable configured in step 2
Condition = equals
Second value = {{now.plusDays(5).jiraDate}}

6) THEN: Send Slack message (or email user(s) / preform some other action)

Step 2 converts my JPD Project target field from a range, into a variable with the formatting of yyyy-mm-dd. This is done using string processing.

Step 5 then compares the variable to the present date + 5 days from now (future date so to speak), and if these two dates match - the automation sends a message to Slack.

Here is the Audit log tab of this automation through some testing:

I'm not sure this is the "perfect" way to do this, but I hope it helps and can reference when configuring your automation!

Nick Haller

Hi @Sahar Qarem .

Important to note Jira dates follow a specific date (and time) formatting like:

"YYYY-MM-DD"

JPD dates follow a range formatting like:

"{\"start\":\"YYYY-MM-DD\",\"end\":\"YYYY-MM-DD\"}"

Because of the difference - JPD date-fields are not fully supported with automations, and also do not have the same filtering / JQL capabilities like Jira date-fields.

Having said that, I think your use case may still be possible if we manipulate the JPD date-field through smart values, and compare it to a date or another field. Below is an example of this.

1) WHEN: Scheduled (select when this automation should be scheduled to run)

2) THEN: Create variable

Variable name = TargetDate (or anything you like)
Smart value =

{{issue.customfield_XXXXX.substringBetween("\"start\":\"","\",\"end\"")}}

^ customfield_XXXXX would be the custom ID of your JPD date-field

*3 / 4) These steps can be disregarded, and were simply used for logging purposes to troubleshoot and debug throughout testing

5) IF: {{smart values}} condition (aka "Compare two values")

First value = {{TargetDate}}
- ^ This would be the variable configured in step 2
Condition = equals
Second value = {{now.plusDays(5).jiraDate}}

6) THEN: Send Slack message (or email user(s) / preform some other action)

Step 2 converts my JPD Project target field from a range, into a variable with the formatting of yyyy-mm-dd. This is done using string processing.

Step 5 then compares the variable to the present date + 5 days from now (future date so to speak), and if these two dates match - the automation sends a message to Slack.

Here is the Audit log tab of this automation through some testing:

I'm not sure this is the "perfect" way to do this, but I hope it helps and can reference when configuring your automation!

Sahar Qarem

deleted

Sahar Qarem

Hi Nick,

I've tried it, and it's not working. I've used the log and it shows as attached.

maybe the smart value format is missing something?

{{issue.customfield_10152.substringBetween("\"start\":\"","\",\"end\"")}}

Screenshot 2024-07-11 at 17.41.45.png Screenshot 2024-07-11 at 17.38.24.png

ALAA EDDINE ROUCADI

Hi @Sahar Qarem ,

It would be very helpful if you could post the log action result of the custom field "{{issue.customfield_10152}}". This will allow us to see the value structure. The next step would be to process this value using automation smart values to extract the information you need.

Regards,

Sahar Qarem

Hi Alaa,

I've logged it and getting the same and Project Target above, (no result, empty)

I've executed the JQL below:

Project=XM AND "project target"~"2024-07-12" ORDER BY cf[10152] DESC, Created DESC

Where, "Project Target" is the custom field used in "order by" as well.

How can i search JQL using smart values?

Nick Haller

Hi Community,

We were able to get this resolved through a support ticket using an automation like the one below - which can send a daily email of all ideas if their JPD date-field matches the present day:

1) WHEN: Select schedule for automation to run

2) THEN: Lookup issues - JQL:

project = XYZ AND cf[00000] ~ "\"end\":\"{{now.jiraDate}}\""

^ cf[00000] is the JPD date-field's ID. Can find this using this doc:

How to find any custom field's IDs

3) AND THEN: Send email - which uses the Lookup issues from previous step to list all ideas in email body using this:

{{#lookupIssues}}
* {{key}}, {{summary}} - {{url}}
{{/}}