Automation rule to calculate Start based on linked issue

[Shashank Vaishampayan]

Hi,

I have been trying to write a rule to automatically calculate the start date of the task which is linked with another task with the first task having start date, end date and estimate values present and the second containing the estimate value. If anyone has been successful in writing such a automation rule, your guidance on setting up the same will be appreciated. 

Thanks!

[Oday Rafeh]

Hi @Shashank Vaishampayan , 

To help you automate your process, follow these simple steps:

Step 1: Select a Trigger Choose the appropriate trigger for when you want the automation to run - whether it's when an issue is updated or created.

Step 2: Check the Conditions Make sure that the linked issue has all the necessary fields (start date, end date, estimate) filled in by using the Issue Fields Condition.

Step 3: Find the Relevant Issues Utilize the Lookup Issues Action to locate the linked issue(s) and access their field values.

Step 4: Calculate a New Start Date If needed, use the Advanced Compare Condition to ensure that the linked issue's end date is not in the past.

Then, use Jira's smart value functions and math functions to calculate the new start date based on the linked issue's dates and estimates.

You may also need to apply some date arithmetic using Jira's smart value functions. Here's an example to help you better understand the process:

Trigger: Issue Updated
Condition: Issue Links Condition (checks if the linked issue has all required fields set)
Action: Edit Issue Fields (to set the start date of the current issue)
{
"fields": {
"customfield_start_date": "{{#=}}{{issue.customfield_estimate}} + {{linkedIssues.first.fields.customfield_end_date}}{{/}}"
}
}

[Shashank Vaishampayan]

Hi @Oday Rafeh thanks for the quick response. Will try this out.

[Eugenio Onofre]

Hi @Shashank Vaishampayan

Welcome to the Atlassian Community!

If I understood correct, you would like to set the Start Date of a parent issue based on its linked issue date. If my understanding is. correct, you can set up an automation similar to the below one:

This will allow you to copy the value from the linked issue.

Regards!

[Shashank Vaishampayan]

Hi @Eugenio Onofre , thanks for the quick response. I would like the start date of the linked issue to be the end date of the parent issue. So say Task 1 is the first issue having estimate as 2 days, start date as 8th November and end date as 9th November and Task 2 is the second issue which has estimate of 2 days and is supposed to be done after Task 1 is completed. 

So in this case, what I am looking for is that if I link Task 2 to Task 1 saying that it has to be done after Task 1, then I want the rule to execute and mark the start date for Task 2 as 10th November since Task 1 is ending on 9th November and Task 2 can start only after that. 

Hope I have been able to put my query across.