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Creating Automation Based on a Linked Date Field off a Form.

AS
Contributor
August 24, 2023

Looking for direction on how to create automation based off a linked date field off a form. 

We have a "Risk Assessment" form that asked for a "Follow-Up/Risk Expire Date"

We would like to create an automation that pings security when this date has passed.

Thanks! -AS

2 answers

2 accepted

2 votes
Answer accepted
Kian Stack Mumo Systems
Community Champion
August 24, 2023

@AS

 

You should write a "scheduled" automation that will run once a day, or perhaps once every 12 hours. Then it can send an email or add a comment for each issue which is past the date.

 

Screen Shot 2023-08-24 at 1.03.55 PM.png

AS
Contributor
August 24, 2023

Fantastic. Thank you! 

0 votes
Answer accepted
Mikael Sandberg
Community Champion
August 24, 2023

Currently you have to link that field to a Jira field in order to use it in an automation. Once the API for Forms is released you could use the API instead of linking the fields to get the date from the form and take action on it. 

AS
Contributor
August 24, 2023

Thanks Mikael, I currently have the field linked to a custom field in Jira. I guess the root of the question would be, is which automation(s) to use after. 

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