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Date Field Calculation

Rich Douglass

Hi,

I am evaluating JSM using the free edition. I created a form with custom fields and want to set the due date on a work item to be three days prior to the date of another field I called Start Date.

Using automation, I have the following, but it does not appear to work. What am I missing or is this the wrong approach for what I want to do?

This validates, but does not update the due date field for the work item. The automation is run on creation of the work item.

Thanks.

Rich.

Accepted answers

Rich Douglass

Thank you all again for your help. It appears that the primary problem was that I was not linking a form field to a Jira field. Once I did that, things started coming together.

For my purposes of setting up a demo environment to show to my team, I am good to go for now. There is a lot of depth to this product as I can see and the big question will be if it is too much for our small shop of six people that will be working the helpdesk.

Thanks again.

Rich.

All comments

Nate Whitehead

If you add a "Log Action" step with that value, what do you get in the log?

Trudy P Claspill

Hello @Rich Douglass

Welcome to the Atlassian community.

Please show us screen images of your entire automation rule, and the details of the step where you are trying to set the "due date" field.

There are multiple problems that could be occurring.

"customfield_10015" may not be the correct reference for the Start Date field you are using.

To confirm you have the correct field id, use the guidance in the following document to view the data in an issue that has the Start date field set.

https://support.atlassian.com/cloud-automation/docs/find-the-smart-value-for-a-field/

Search the output for the start date value you entered, and confirm that it corresponds to the custom field id you have used in your rule.

The "due date" field that you have specified in your Automation rule may not be the "due date" field in use in your project. Have you picked that field from the Choose fields to set list in an Edit action? Was there more than one field named 'due date"? Did you choose the one that matched the field label you see in the issues; i.e. "Due date" vs. "Due Date"?

You can use the same procedure above to view the data in an issue where your "due date" field has been set.

Is your "Start Date" field configured as a Date or Date/Time field or some other field type? Is it the same type as the "due date" field you're using?

Marc -Devoteam-

HI @Rich Douglass

Whenever you ask for help with an Automation Rule it will help us to help you if you provide:

1. what type of project is this (e.g., company-managed, team-managed, etc.),

2. images that show your complete rule.

3. images showing the details of any relevant actions/conditions/branches.

4. images showing the Audit Log details for the rule execution.

5. Explain where the issue is.

These questions are not for not willing to help, but to have community members understand on how automation works.

Rich Douglass

Thank you all for your responses. I hope I get all the info you need to help me. I am a newbie with this, so please bear with me.

I want to update the Due Date field when a work item is created based upon the Start Date that is entered by the user. Both fields are of Date type. One thing I am seeing is that when I output the field values to the log, I get nothing for the date, yet the Start Date shows in the work item view.

The smart value for the field is the same in the JSON as when I create the step to update it:

Field Name.jpg

The rule is now trimmed to the following:

Automation Rule.jpg

The calculation should subtract 3 BD from the Start Date and put it in the Due Date:

The log says everything is fine:

Hopefully this is all you need. If you need additional details, please let me know. I can see the power of what the automation can do for me if I can get this example to work.

Thanks again.

Rich.

Trudy P Claspill

Hello @Rich Douglass

Thank you for that additional information. It is very helpful.

Following the Create Issue action the focus of the rule is not automatically shifted to the issue just created. All the actions after that in your rule are currently referencing the trigger issue where you use {{issue}} and the Edit action is operating against the trigger issue.

In the Log action if you want to print out the values in the newly created issue you can use the {{createdIssue. instead of {{issue.

https://support.atlassian.com/cloud-automation/docs/jira-smart-values-issues/#--createdIssue--

Do you want the Edit action to apply to the issue from which the rule was triggered, or to the issue you create within the rule?

How are you getting input from the user? Have you configured your Manual Trigger to accept User Input?

In which step are you using the user's input? Please show us the details of that step.

On a side note, if you are new to working with Automation Rules you may want to take advantage of the free, on-demand training on that topic that can be found through the Learning link at the top of the Community pages.

Marc -Devoteam-

Hi @Rich Douglass

So based on the provided information.

I think you are using the wrong Start Date field is this has no value.

Did you create this as a custom field or via the project on the request, that would mean you project is team managed.

Go to the cog wheel and choose the option Work Items, then select the option fields and find the field Start Date, is there more then one?

If there is, check the id's of the field, as the field with id 10231 is not used on the request you are making.

Then adjust the automation with the correct id and test.

Rich Douglass

Thank you all again for your help. It appears that the primary problem was that I was not linking a form field to a Jira field. Once I did that, things started coming together.

Thanks again.

Rich.

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