Automation: Custom Date changing Due Date

Question

I have an automation rule that populates the Due Date based on the date that is entered in a custom field called Meeting Date.  I also have a rule, that I would like to update the due date whenever the meeting date is changed.  This rule is set to update several tasks and subtasks within the Epic.  However, it is not working consistently.  Sometimes it makes the updates I would like, but not all the time. Any insight into what I am doing wrong?

John Funk · Answer

Hi Alexandra,

I looks like you are trying to update the Meeting Date and then also update the Due Date based on this same Meeting Date value in the same step of the rule. You cannot count on it being done in that order.

You should have a step to do the Meeting Date update. Then do a New Action for Re-fetch issue. And then do a New Action for setting the Due Date based on this newly updated Meeting Date.

Mark Segall_iqztfr · Answer

Hi @Alexandra Astor - It looks like your rule is straightforward.  I would recommend cross-referencing the failed updates against the rule log to see if there's something going on.

The only thing that comes to mind is if some of the issues are not in the same project.  In which case, you'd need to make sure the rule scope (on the Rule Details screen) is set to global/multiple projects.