How can I automate a field value to be updated automatically in FY-Q (Fiscal Year-Quarter) format?

Question

In JIRA Project, there are two field names as "Date Reported" which based on the Date type, and 2nd one is "FY-Q" which based on the Short Text.

The value under "FY-Q" field should automatically be updated depending on the value under "Date Reported" field. Example: The value in the "Date Reported" field is 'Nov 29, 2024', so the value under "FY-Q" field should automatically be updated to 'FY25-Q3'.

Bill Sheboy · Answer

Hi @Shardul Bhisikar -- Welcome to the Atlassian Community!

The field may be set using automation rules, formatting the Date Reported field using the date / time functions to get the short text field.

https://support.atlassian.com/cloud-automation/docs/jira-smart-values-date-and-time/#Date-format---

The keys for your scenario are:

* Properly increment the date to match your fiscal year before formatting the value
* Using the correct year format, depending upon on how your fiscal years work.  Otherwise your year (and quarter) could be off by + / - 1 year at the year boundaries in January and December.* "yyyy" would be the year of the era
* "YYYY" would be for week-based year

You will likely need 2-3 rules for this scenario:

* When an issue is created, set the short text field
* When the Date Reported field changes, update the short text field
* When someone manually changes the short text field, set it back to the calculated value (This one could be combined with rule #2.)

To get you started on creating your rule, please refer to these documentation and example sources:

* https://www.atlassian.com/software/jira/guides/automation/overview#what-is-automation
* https://www.atlassian.com/software/jira/automation-template-library#/rule-list?systemLabelId=all&page=1&pageSize=20&sortKey=name&sortOrder=ASC
* https://support.atlassian.com/cloud-automation/docs/jira-smart-values-issues/

Kind regards,
Bill

John Funk · Answer

Hi Shardul - Welcome to the Atlassian Community!

You could create an Automation rule based on a Field Value Changed trigger on the Date Reported field. Then use a series of IF/ELSE conditions to set the value of the FY-Q field.