Automation

[emmanuel.nahin]

Greetings, how are you

I want to check how i configure or automate a custom field with the automatic date when it is moved in the workflow

[Maksym Ivanchenko]

Hello, you should take a look into Project Settings -> Automation menu.

This will allow you to create custom automation rule (within one or many projects).

When you create a new rule, you can select "Issue transitioned" trigger, that will allow to specify which transition you'd like to enrich with field update.

Next step would be to create new action "Edit Issue". In that block you can specify which field to update and how exactly to update it. Working with dates can be a bit tricky, for examples please refer to the official guide:

https://support.atlassian.com/cloud-automation/docs/jira-smart-values-date-and-time/

Maksym

[Rudy Holtkamp]

Use in the edit part:

{{now }}

 As smart value

[John Funk]

Hi Emmanuel - Welcome to the Atlassian Community!

You can do that with an Automation for Jira rule based on an Issue Transitioned trigger. 

Here is some more information to get you started with Automation:

There are two types of automation:

• Global: In the Free version, you get 100 executions per product, per month
• Project: In all versions, you get unlimited executions per month

Automation Basics: https://www.atlassian.com/software/jira/guides/expand-jira/automation

You can do this via global rules to apply to all projects also. You'll need to be a Jira Admin/Site Admin, go to Jira Settings > System > Automation Rules (left-hand menu).

For more on using Automation For Jira see these help pages.

Jira Automation Template Library to help get you started quickly:

https://www.atlassian.com/software/jira/automation-template-library#/labels/all/customLabelId/1453