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JIRA - status transition via automation

julio valdez July 24, 2023

Hello,

We currently can put a Jira ticket on “Hold” status and enter a “On Hold Until” date (see screenshots). The ticket remains on “Hold” status even after the “On Hold Until" date has expired. We would like to 'automate' for such tickets to change to “in Progress" status after the “On Hold Until" date has expired.  How can I leverage 'Automation' in JIRA to satisfy this requirement?

JIRA v9.4.6 (server)

Thanks in advance

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Trudy Claspill
Community Champion
July 24, 2023

Hello @julio valdez 

There are no screen images attached to your post.

Do you have the Automation for Jira Lite app installed?

If so then you could create a Scheduled rule to run every day, and include a JQL statement to search for the issues that are in the "Hold" status and for which the "On Hold Until" date is in the past (or the current date). You can then add an Action to Transition the Issue to the "In Progress" status.

You can find information about the Automation for Jira functionality here:

https://confluence.atlassian.com/automation

Make note when you are looking at the components that each one will note if it is supported for Automation for Server Lite.

Screen Shot 2023-07-24 at 3.05.42 PM.png

Not all Automation functionality is supported on Jira Server. Some is available only on Jira Data Center.

julio valdez July 24, 2023

Sorry, I forgot to include the screenshots.  I'm not sure if this is this is the "Jira Lite' app. Hopefully the screenshot gives you an idea of what 'automation' option is installed.  

 

jira automation.JPGjira hold status date stamp.JPGjira hold status.JPG

Trudy Claspill
Community Champion
July 24, 2023

That does look like the Automation for Jira product.

I can't tell from the screens if it is the Lite product or not, but if you are on Jira Server and not Jira Data Center then it is the Lite product.

julio valdez July 24, 2023

@Trudy Claspill , below is the JQL I came up with. What am I missing?  Thanks

project = XXXX AND status = Hold AND "On Hold Until" <= now(jira scheduled screenshot.JPG

Trudy Claspill
Community Champion
July 24, 2023

That JQL will work.

Are the issues allowed to remain in Hold until the end of the specified date or only until the beginning of the specified date? If they should come off Hold at the start of the specified date then I would use endOfDay() rather than now().

Also, uncheck this box:

Screen Shot 2023-07-24 at 4.20.29 PM.png

Lastly, is it possible for an issue in the Hold status to have no value in the "On Hold Until" field? And if so, should such an issue be taken off Hold when this rule runs? If an issue with a blank "On Hold Until" field should not be taken off Hold by the rule then add to your JQL

and "On Hold Until" is not EMPTY

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1 vote
Dan Tombs
Community Champion
July 24, 2023

Hey @julio valdez

You can create a second automation rule that runs on a schedule. Set it to run on how often you want to run it but I'd recommend just doing once a day. On the schedule trigger set JQL to:

 duedate (or your on hold date field) <= now()

Now you can choose to set additional conditions if you need or just use the transition action.

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