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Is it possible to schedule issue creation on a specific date with automation

I am needing to setup a series of 10 administrative tasks for our team to complete within a year. We would like to break these tasks up between quarters. I am trying to find out the most efficient way to accomplish this - Is it possible to set this up using automation? 

For example:

3 tasks need to generate starting on Jan 1, 2022 every year until forever

3 tasks need to generate starting on Apr 1, 2022 every year until forever

2 tasks need to generate starting on Jul 1, 2022 every year until forever

2 tasks need to generate starting on Oct 1, 2022 every year until forever

1 answer

2 votes
Gaurav Community Leader Sep 09, 2021

Hello @aosberg_american-equity_com 

Yes, this is possible using Automation. This can be done in the following ways:

  • Schedule the trigger to execute after every 12 months and then under it define the creation of tasks as per business requirements. This will require the set-up of 4 different rules.
  • Schedule the trigger to execute every quarter, check the month and then execute the required steps.

Please let me know if you need any help with the set-up of tasks using Automation.

Kindly accept the answer if this helps you resolve the query.

Annual trigger.JPG

Thank you for your response, Gaurav. Is there a way to set the date that this will kick off? For example, I don't want this first  task to generate until Jan 1, but when I set it to run rule every 12 months, it's setting the run times based off of this month? 

Automation.png

Gaurav Community Leader Sep 10, 2021

Hello @aosberg_american-equity_com 

In order to set it to 1 Jan, you can either wait till December or set it up from Advanced. The advanced settings make use of CRON expressions. The set-up would look like the below screenshot.

Please let me know if you need any help with the set-up of tasks using Automation.

Kindly accept the answer if this helps you resolve the query.CRON.JPG

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