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Copy custom date field from the Epic to the Task

I have a 2-part question:

1. Is there a way to copy a custom date field from an Epic to the Tasks within that Epic?  I need the field within the Tasks to automatically update every time the field is updated in the Epic.

   - I have tried using post functions within the workflow and automation without any success.

Capture.PNG

Capture3.PNGCapture2.PNG

2. Is it possible to use automation to generate a date field with:

   - The first business day of the first quarter of a year

   - The first business day of the second quarter of a year

   - The first business day of the third quarter of a year

   - The first business day of the fourth quarter of a year

1 answer

1 accepted

1 vote
Answer accepted
Fernando Eugênio da Silva
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
Jan 05, 2023

@Alexandra Astor ,

For the first question about your automation rule, you need to configure a rule like this:

Screenshot_85.png

Using branch is the best way to do this.

---------------

About your second question.

You can do this automation rule using a Scheduled as a trigger and define a cron expression.

Using cron is not possible get 'business day' but you can get the first day of the first quarter of a year.

This is your cron expression: 0 0 12 1 1/3 ? *

Screenshot_86.png

You can find others cron expression using CronMaker: http://www.cronmaker.com/

Hope this helps :)

Thanks for your quick response!  This information is very helpful!  I was able to get the automation for the date copy to work.

Going to test the CRON next.

Thanks again!

 

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