How to schedule creating future work items based on a work item that was just created

[Nathan Yam]

In my project, I have create an issue type specifically for my Risk & Controls team to manage their book of work. The work items they create always relates to a specific Control. I have rules utilising the Scheduled trigger to automatically create new work items at set cadences. Everything is working fine but this setup means that I have many rules for each individual Controls. eg

Rule 1 - For Control 123 (create new work item monthly)
Rule 2 - For Control 456 (create new work item quarterly)

Rule 3 - For Control 789 (create new work item annually)

Now the team has created a dropdown field (called Frequency) to denote how often they need to revisit a given Control and I was wondering if there was a way to set one automation rule that will schedule the creation of future work items based on the frequency in the aforementioned dropdown field (regardless of which Control it is for). e.g.

Rule - When work item is created, if Issue type = Risk & Controls and Frequency = 1 month, then create a new work item (cloning all fields from current work item) at the 1st of each month. 
 

[Marc - Devoteam]

Hi @Nathan Yam 

No this can only be achieved with a scheduled trigger, or you can look at 3rd party applications on the marketplace.

Also this will not work, as the trigger of you automation is work item created, so the rule triggers when a work item is created, created an issue, but an automation will no stay active or trigger based on a field value that is set initially.

You could have a scheduled automation, based on the 1st of each month and create all work items that need to created at the 1st of the month in a single rule.

[Jack Brickey]

Hi @Nathan Yam , just spit balling here. What about something like this?

rule 1: calculate and store new WI create date. In this scenario, you would create a custom date field that would store the date at which a new work item should be created. When a work item is created, and the frequency is selected, then the new date field is calculated from today's date plus the frequency.

rule 2: this would be a scheduled rule that would run daily and find all issues that have the new WI create date equal to today's date. For each of those work items, it would create a new work item.

so this get you down to two rules.