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Automation to transition status and change assignee on a specific date from date field

Emma Gunning
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November 18, 2024

Hi, 

I would like it if we could automatically transition the status and change assignee on a certain date based on a date field.

For example, 

We have a status called "appointment booked" and a field called "Due date".  When a date is selected I want the issue to change status from 'appointment booked' to another status, on the date that was picked on the field.  

Is this possible?

Thanks

 

 

1 answer

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Lisa Forstberg
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November 18, 2024

Hi @Emma Gunning ,

Welcome to the community!

Yes I believe this can be achieved

Use the "Schedule" trigger in  the Automation. Let it run like once every night and finding the tickets based on a JQL

When: Scheduled (on the interval of your choice) with JQL "Due date" <= now() and Status = "appointment booked"

Action: Transition issue (to another status)

 

+ any other action you needed

 

all the best

Lisa

 

Emma Gunning
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November 18, 2024

Hi Lisa,

Thanks! That appears to works.

This is probably not possible but I want the automation to change the assignee to the first assignee on the ticket before it was changed.  Do you know if that's do-able?  All the options like "user who triggered event" are not suitable.

Thanks

Emma

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