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Having Problem in Automation rule regarding Story status

Jatin Bansal December 15, 2022

I want an automation rule in which if any task is in progress, the story should automatically moved to In progress

And the start date should be set to Current date

How Can I set that?

I have done so far, just stuck in the smart value for current date

I have configured this to {{now}}

But this is not working

Attached are the screenshots

It is failing at each attempt.Screenshot from 2022-12-15 18-18-18.pngScreenshot from 2022-12-15 18-18-50.png

2 answers

1 accepted

0 votes
Answer accepted
Trudy Claspill
Community Champion
December 16, 2022

@Jatin Bansal 

My apologies. You are correct that you cannot choose the Status field in the Edit action. To change the Status of an issue in Automation you need to add a Transition Issue action.

I believe this is the rule you want.Screen Shot 2022-12-16 at 8.23.02 AM.png

 

1. When an issue transitions to In Progress.

2. And that issue is a Sub-task
(We don't want to execute this rule if it was some other type of issue that transitioned to In Progress)

3. Then find the Parent issue for the Sub-task

4. And if the Parent issue status is To Do
(Here you would check if the Parent issue status was any of the statuses that come before "In Progress" in the workflow. If it is "In Progress" or farther along in the workflow, then we don't want to move the Parent issue backwards to an earlier Status.)

5. Then transition the Parent issue to In Progress

6. And set the Start Date for the Parent issue.
(I'm assuming you wanted to set the Start Date on the Parent issue. If you want to set the Start Date on the Sub-task that triggered the rule, then you need this step to be outside of the For Parent branch.)

Jatin Bansal December 16, 2022

Perfect

Thanks @Trudy Claspill 

0 votes
Marta Woźniak-Semeniuk
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December 15, 2022

Hey @Jatin Bansal I think you wrote the automation in way where the action is in the branch checking conditions instead of the main branch :) Just remove the "Then action from the sub-branch and add it ot the main branch and it will work. 

 

If you need help with that - let me know :)

Jatin Bansal December 15, 2022

Thanks for the suggestion

Changed that to the below

Still facing issues

Screenshot from 2022-12-15 18-39-30.pngScreenshot from 2022-12-15 18-38-48.png

Marta Woźniak-Semeniuk
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December 15, 2022

You have the final action the same as the trigger. You last action should be "Edit Issue fields" and it should change start date to {{now}} using smart values

Jatin Bansal December 15, 2022

I have to do both Status as Dev-In Progress and Start Date as Now

But Status is not available in fields, so I used advanced 

But, this is also showing error as not valid Json

Can you help rectify this

Screenshot from 2022-12-15 20-56-05.png

Trudy Claspill
Community Champion
December 15, 2022

When you need to set multiple fields, simply click in the "Choose fields to set" to select each additional field and set a value for it.

Like Bill Sheboy likes this
Jatin Bansal December 15, 2022

Yes, I choose that only

But the status was not the part of those fields.

Marta Woźniak-Semeniuk
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December 16, 2022

Your automation should look like this, only with TO DO where I have "Selected for development" 

auto.png

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