Auto populate custom date field on change of status

[David Cramp]

Hi

Apologies in advance, I am very new to this. I am sure this is very simple but I just can't get it to work. I have a custom date field (date records requested) and I simply want the field to update to the date that the issue was moved into the list "Records requested" so we can see when the records were requested. I have tried several variations in the automation rules, including as simple as {{now.longDate}}, but this only appears to work if the custom field is of text type, rather than date.

Any help would be much appreciated

Dave Cramp 

[Jack Brickey · Accepted solution]

Hi David, welcome to the Community. Please, no reason to apologize for asking a question in this forum. ;-)

Assuming you are on a Classic project and not NG, you achieve this by adding a Post Function into the associated workflow. A post function is an action that is fired associated with a specific transition in the workflow. Here is how...

NOTE: if you are using Next-gen project stop right here as you cannot achieve your goal AFAIK.

• project settings > workflows
• find your workflow if more than one shown there
• edit the workflow (pencil) and using Diagram mode (easier IMO than Text) find the transition(s) into the "Records requested" status
• click on the transition and on the right you will see a box pop up with various properties, conditions, validators, post functions
• Click on post functions and then Add post function
• select the Update custom field function
• in the drop down find your date custom field and use %%CURRENT_DATETIME%% in the box. (see below for example)
• save it and be sure to Publish the workflow.

LMK if you need any further assistance.

BTW, here is a link to help w/ workflows - what-are-jira-workflows 

[David Cramp]

Thanks very much for your detailed, and prompt, response Jack. It seems I am using Next-Gen so that explains things, I'm in the very early stages so may look to switch to classic.

Thanks again, very helpful. 

[Jack Brickey]

Actually, and this is where a apology might be warranted ;-), I may have misspoken about the inability in NG. I just had a quick look and there is the Manage rules that might allow you to achieve this and, if so, more easily. Yay for NG?

Try this...

1. click on the ellipses in the top right of the board view and select manage rules
2. add rule
3. select Update an issue field
4. see if you can select your date field and if so can you record the current date

[David Cramp]

Thanks again Jack, any idea if the output can be formatted ?