How to automatically close issues with similar summaries and due dates?

[Marina Strossi]

Hello,

I am trying build an automation to close multiple similar tasks all in once, according to two main variables:

- ticket summary

- due date

An example of this would be:

1. TRIGGER ACTION

- Task is moved to Status Category = Done

2. TRIGGER TASK CONDITIONS

- Task contains label ABC

3. AFFECTED TASK(S) CONDITION #1

*Here is the tricky part*

- Affected task summary is similar to trigger task summary, e.g.:
--- Trigger task summary is "[Company A] Corporate tax return regarding 2023 is filed"

--- Affected task summary is "[Company B] Corporate tax return regarding 2023 is filed"

4. AFFECTED TASK(S) CONDITION #2

*Here is the tricky part*

- Affected task due date is the same of trigger task summary, e.g.:
--- Trigger task due date is "July 15th 2024"

--- Affected task summary is "July 15th 2024"

5. ACTION ON AFFECTED TASK(S)

- Affected task(s) (aka tasks that follow the 2 conditions outlined above) are moved to Status Category = Done

I don't have the expertise on how to build steps #3 and #4 above, any help will be highly appreciated!

[Lucas Lombardo]

Hello, 

By reading the example I asked myself why you decided to chose "Task is moved to Status Category = Done" as trigger action, while the transition could be part of the automation. 

I'm not sure at all, I may have misunderstood the context, but I would suggest :

Set up the trigger:

• Choose "Scheduled" as the trigger
• Set it to run daily at a specific time, e.g. "Every day at 8:00am"

Add conditions:

• Add a "Issue matches JQL" condition
• Use JQL to filter issues based on summary and due date, for example:
  
  summary ~ "Your specific text" AND duedate = "2024-07-15"
   

This will match issues containing specific text in the summary and with a due date = July 15th 2024

Add actions:

• Add a "Transition issue" action
• Set the transition to "Done"