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Automate "Target Date" field when ticket is moved to "In Progress" AND has Story Points populated.

Deleted user January 26, 2023

Hello!  I am looking for guidance on how to configure a particular automation.

I'd like the automation to do the following:  Upon the user moving Story/Task to "In Progress", the Target Date is populated with the forecasted date based on Story point logic.

For example, if 1 story point = 5 days, the logic on the backend of the automation would configure the "Target Date" field for 5 days from now upon moving the story/task to "In Progress".

Is this possible?

1 answer

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Mikael Sandberg
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
January 26, 2023

Yes that is possible and fairly simple to do. All you need to do is trigger on the transition to In progress, check if story points exists and if so use the if/else condition to set the due date using this smart value {{now.plusDays(x).jiraDate}}.

Mikael Sandberg
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
January 26, 2023

Just change the x in the smart value to the number of days you want to set the due date to, for example {{now.plusDays(5).jiraDate}} if story point is 1.

Deleted user January 26, 2023

Thanks so much, Mikael.  What happens when the story point is 2, for example?  Will it calculate that the Target date needs to be 10 days out (2 story points x 5 = 10 days)? 

1 story point = 5 days

2 story points = 10 days

Etc.

Or do I need to create separate automation for each # of story points?  Looking for a formula that can take the # of story points, using the logic of 5 days = 1 story point, and add it to the "Start Date", to then populate a "Target Date" accurately based on a number of story points.

Mikael Sandberg
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
January 26, 2023

In that case you could use math expression with a smart value to get the number of days that should be added to the due date. Something like this:

Screenshot 2023-01-26 at 1.10.54 PM.png

And then use that as part of the smart value to set the due date like this:

{{now.plusDays({{days}}).jiraDate}}

Deleted user January 30, 2023

Thanks!  Can you help me visualize what the automation flow would look like exactly here?

Mikael Sandberg
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
January 30, 2023

In its simplicity the rule would look like this:

Screenshot 2023-01-30 at 3.57.32 PM.png

If you are not using whole numbers as story points you would have to encounter for that and add Round to the smart value, else you would get an error when changing the due date.

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