How do I create a project automation to run based on termination date?

[Margaret Winward]

I am using the HR Service Desk. An exiting employee has a resignation date and a termination date. I have a couple of questions:

• Where can I find the JQL fields so I know which ones to use?
• How do I set up the automation to run when the termination date is today?

It will look something like this although this one does not work. 

[Petter Gonçalves · Accepted solution]

Hello @Margaret Winward

Thank you for reaching out. 

Per your description and rule, I understand that your final goal would be to create an automation rule that creates two new tasks for each existing task that has reached its due date. Is that correct?

Based on that assumption, I'll try to properly answer your questions and give you the correct instructions to achieve your goal:

Where can I find the JQL fields so I know which ones to use?

You can refer to the documentation below to properly understand how to  build your JQL query, know what operators (=, !=, is, etc), fields ("Due date", "Summary", etc) and functions (linkedIssues(), CurrentUser(), etc) you must use:

What is advanced searching in Jira Cloud? 

How do I set up the automation to run when the termination date is today?

The logic of the automation rule you created seems to be correct, however, there are some minor JQL errors. Please, create the rule following the template below:

If you are trying to achieve something different, please give us more details of your final goal so we can properly help you.

Let us know if you have any questions.

[Margaret Winward]

That was helpful. When I follow your example, it does not give any errors which is a step in the right direction. When I run the rule, it does not give me the result though. Here is part of the form that creates the ticket. 

Since this was a default request type, I looked in Admin | Issues | Custom Fields and found "Last working day" as the field name.

I created a test ticket with today as the last working day and then created and ran the rule that is similar to yours, but it doesn't return the results.

Do you have any suggestions?

[Petter Gonçalves]

Hello @Margaret Winward

As displayed in the rule audit log, the JQL query you added didn't return any issues that were updated after the last time this rule was executed. This mean two possible reasons:

1. Your JQL query is not returning any issues at all. To check this, click on Filters at the header of your Jira page > Advanced search, then run your filter query in the filter bar the issue navigator:

   "Last working day" = now()

   If the filter does not return any issues, you might not referencing the correct field there or you don't have any issues which "Last working day" is today.
2. If your JQL query returns any issues, it is possible that one of the previous rule executions already created the issues. In that case, we suggest creating a new test issue with the "Last working day" set as today to confirm if it gets updated with the rule.

Let us know if you have any questions.

[Margaret Winward]

The wrong field was selected. Your troubleshooting process helped me find the correct one. Thank you! 

[Petter Gonçalves]

You are welcome @Margaret Winward

Have a nice weekend. :)