Automation Across Projects

[Dean Milenkovic]

Hi,

I am trying to automate schedules.  My logic is as follows:

When a specific issue (has to contain certain keywords in the title) has its due date changed in one project, the due date of an issue in the second project will be moved by the same amount (time changed in days).  

How does one accomplish this? 

[Ste Wright · Accepted solution]

Hi @Dean Milenkovic 

You'll need to use a Global Automation rule for this - you'll need to be at least a Product Admin to create these, then go to:

• Settings (cog icon in top-right) > System
• Select Global automation from the left-hand side

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You can use a Branch in your rule to refer to another issue as the receiver of the action. Which Branch you need depends on the best option to locate the second issue - eg.

• Is the second issue a child or parent of the first one? There's branches for these
• Are the two issues linked? You could use that branch type if yes
• You can also use JQL to locate another issue as part of a branch if needed

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The rule then might look like this...

• Trigger: Field Value Changed
  • Field to Monitor = Due Date
• Condition: Issue Fields Condition
  • Field = Project
  • Condition = equals
  • Value = Project 1
• Condition: Issue Fields Condition
  • Field = Summary
  • Condition = contains
  • Value = Words Here
• Create Variable:
  • Name = previousDate
  • Smart Value = {{changelog.dueDate.fromString}}
• Create Variable:
  • Name = currentDate
  • Smart Value = {{changelog.dueDate.toString}}
• Create Variable:
  • Name = daysDiff
  • Smart Value = {{previousDate.toDate.diff(currentDate.toDate).days}}
• Branch: Related Issues
  • Type = Type Here
    • Branch-Action: Edit Issue
      • Field = Due Date
        • Value = {{#issue.dueDate}}func=plusDays({{daysDiff}}) {{/}}

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A few notes on this rule...

• This rule uses smart values to...
  • Locate the previous and current due dates of the trigger issue
  • Calculate the difference in days
  • Add that number of days to the related issue

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Let us know if this works for you!

Ste