Hi there, I need help with an automation. I can schedule the trigger and an email, but the middle part of checking is delicate for me. See picture below. I need the automation to: * for the trigger being 14 days before the date field called 'handover date' is reached. This field exists in Task A * Now lookup if any subtasks under Task B are still unresolved (Task B is under the same epic though) * Depending on these 2 positive checks, it is to send an email (that part is easy) Thanks.

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Scheduled email trigger but with certain subtask range closure

Harald Heinz

Hi there, I need help with an automation. I can schedule the trigger and an email, but the middle part of checking is delicate for me. See picture below.

I need the automation to:

for the trigger being 14 days before the date field called 'handover date' is reached. This field exists in Task A
Now lookup if any subtasks under Task B are still unresolved (Task B is under the same epic though)
Depending on these 2 positive checks, it is to send an email (that part is easy)

Screenshot 2025-08-29 165457.png

Thanks.

Accepted answers

Matteo Vecchiato

Hi @Harald Heinz ,

thank you for your question. Please try with the following automation condition:

Hope it helps

All comments

Matteo Vecchiato

Hi @Harald Heinz ,

thank you for your question. Please try with the following automation condition:

Hope it helps

Trudy P Claspill

Hello @Harald Heinz

Can the Epic have more than two Tasks? If so, how do you identify which task is A and which task is B?

Do all Tasks have a "handover date" field, or is that only in Task A?

Harald Heinz

Yes, the epic has more than two different custom-created task types, I just named them Task A and Task B to simplify this request.

Only Task A has that field

Trudy P Claspill

Let us say an Epic has 4 child Tasks.

Is it possible for more than one of those child tasks to have the "handover date" field?

Do you want to look at the subtasks of all the other child Tasks under the same parent Epic, or only one of the child Tasks under the same parent Epic?

If, in a case where you have 4 child Tasks, you want to review the subtasks of only one of the other child Tasks, how do you know which of those child Tasks is "B"?

Harald Heinz

Hi @Matteo Vecchiato Can I narrow this down to certain subtask custom-types (several and not the out-of-the-box Jira subtask), all existing under Task B?

And what about the first condition to look up the date field in Task A?

Matteo Vecchiato

Hi @Harald Heinz ,

please try with this:

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