Hello,
I am trying build an automation to close multiple similar tasks all in once, according to two main variables:
- ticket summary
- due date
An example of this would be:
1. TRIGGER ACTION
- Task is moved to Status Category = Done
2. TRIGGER TASK CONDITIONS
- Task contains label ABC
3. AFFECTED TASK(S) CONDITION #1
*Here is the tricky part*
- Affected task summary is similar to trigger task summary, e.g.:
--- Trigger task summary is "[Company A] Corporate tax return regarding 2023 is filed"
--- Affected task summary is "[Company B] Corporate tax return regarding 2023 is filed"
4. AFFECTED TASK(S) CONDITION #2
*Here is the tricky part*
- Affected task due date is the same of trigger task summary, e.g.:
--- Trigger task due date is "July 15th 2024"
--- Affected task summary is "July 15th 2024"
5. ACTION ON AFFECTED TASK(S)
- Affected task(s) (aka tasks that follow the 2 conditions outlined above) are moved to Status Category = Done
I don't have the expertise on how to build steps #3 and #4 above, any help will be highly appreciated!
Hello,
By reading the example I asked myself why you decided to chose "Task is moved to Status Category = Done" as trigger action, while the transition could be part of the automation.
I'm not sure at all, I may have misunderstood the context, but I would suggest :
Set up the trigger:
Add conditions:
summary ~ "Your specific text" AND duedate = "2024-07-15"
This will match issues containing specific text in the summary and with a due date = July 15th 2024
Add actions:
Jira Product Discovery Premium is now available! Get more visibility, control, and support to build products at scale.
Learn moreOnline forums and learning are now in one easy-to-use experience.
By continuing, you accept the updated Community Terms of Use and acknowledge the Privacy Policy. Your public name, photo, and achievements may be publicly visible and available in search engines.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.