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Automation - determine fiscal quarter and year of duedate

Jack Brickey

I am hoping that someone has a more elegant means of achieving my goal.

Goal

Using automation I want to select the fiscal year and quarter from a drop-down custom field based on the due date.

Current verbose solution

I have created a test rule that uses an If/else condition that brackets each quarter of a fiscal year which in my case is July to June. I have provided an example snippet below. In my opinion there are two issues with this one is it is quite verbose and the second is that it will have to be manually updated every year.

image (1).png

thanks!

Accepted answers

Bill Sheboy

Hi @Jack Brickey

UPDATED, to simplify quite a bit :^)

You could try this:

knowing when your fiscal year starts, increment the date by 6 months to align
use the format() function to get the quarter, using the year-of-era "y" and quarter "Q" formatting

For example, assuming the fiscal runs from July to June and you want the value for the Due Date:

The duedate of {{issue.duedate.jiraDate}} is in *{{issue.duedate.plusMonths(6).format("yy")}} Q{{issue.duedate.plusMonths(6).format("Q")}}*

You could test / adjust this by first creating a variable with a list of date values, and then using an advanced branch to iterate over the values to confirm they work as you wish.

Please note well: the "y" format is key for this scenario as that is the year-of-era rather than the "Y" week-based-year (which would off by + / - 1 year at the boundaries of weeks in January and December.

Kind regards,
Bill

All comments

A A Ron Geister _Trundl_

You could try to use the startOfyear(3) function to break this into Quarters. I have used this before, so they don't need manual updating.

Jack Brickey

thanks @A A Ron Geister _Trundl_ , so using JQL instead of smartvalues? note startofyear(3) = 3 years in the future, right? maybe you mean like

Q1 == duedate >= startofyear() and duedate < startofyear(4M)

and then have similar else legs for other quarters? Of course there is still the fiscal year part. So lets say I want to express as FY25 Q3 then maybe I can extract the year and offset to align with my offset FY (July 25 - Jun 26 = FY25).

Bill Sheboy

Hi @Jack Brickey

UPDATED, to simplify quite a bit :^)

You could try this:

knowing when your fiscal year starts, increment the date by 6 months to align
use the format() function to get the quarter, using the year-of-era "y" and quarter "Q" formatting

For example, assuming the fiscal runs from July to June and you want the value for the Due Date:

The duedate of {{issue.duedate.jiraDate}} is in *{{issue.duedate.plusMonths(6).format("yy")}} Q{{issue.duedate.plusMonths(6).format("Q")}}*

You could test / adjust this by first creating a variable with a list of date values, and then using an advanced branch to iterate over the values to confirm they work as you wish.

Kind regards,
Bill

Jack Brickey

This looks quite awesome @Bill Sheboy ! I will play with this tomorrow. Thanks!

Jack Brickey_sw61b1

@Bill Sheboy , this was a huge help for me and with a slight adjustment it works beautifully! I plan to create an article on this to the benefit of the Community.

For my scenario the FY is July-June, for example - July 2024 is in FY25 Q1 and Jan 2025 is in FY25 Q3. So here is what worked for me.

Details of the smartvalues

The duedate of {{issue.duedate.mediumDate}} is in *
FY{{issue.duedate.plusMonths(6).format("yy")}}
Q{{issue.duedate.minusMonths(6).format("Q")}}*

Rule screenshot

Screenshot 2025-01-08 at 11.39.37 AM.png

Jack Brickey_sw61b1

oops! i replied on my Atlassian Team account :-)

A A Ron Geister _Trundl_

That is what I meant. This is what I have had to do in past to limit from making more fields. I do believe after looking at Bills answer I would use that as it seems pretty good. But JQL would be able to do this as long as you could define those dates without using dates you need to update.