Scheduled Automation Rule to create request in multiple projects

[Chris Thom]

We do quarterly regression testing for our clients and some are on some are on cycle 1(Feb, May, Aug, Nov), some are on cycle 2(Mar, Jun, Sep, Dec) and the remainder  cycle 3(Jan, Apr, July and Oct).  I'd like to create 3 Automations that create a ticket in each project that is assigned to the corresponding rule.

• Cycle 1 - Projects A, B, C
• Cycle 2 - Projects D, E, F
• Cycle 3 - Projects X, Y, Z

Currently when I create my Automation and select the projects and then run the rule, it tells me it cannot set Project Value.  If I change the rule to a specific project then it works as expected.  How can I set the project on the "Create" portion without creating specfic  "Create" components for each one?

Rule Details

Component

Audit Log

[Sebastian Krzewiński · Accepted solution]

Hi @Chris Thom 

I had the same problem in schedule rules. In action Create issue in project field you must set proper project. I don't see any options to make this rule more flexible and unfortunately you must create as many Create issue actions as issues you need.

Regards,

Seba

[Chris Thom]

Thanks Seba

[John Funk]

Hey Chris - Am I correct in thinking that you a recurring issue created for each project for each quarter? 

[Chris Thom]

correct.   looks like in my create component, I will need to create one for each project.

[John Funk]

Actually, what I do is that I have created a custom field called Recurring Need. It is a single pick list with values of Weekly, Bi-weekly, Monthly, Quarterly, Annually, etc. 

Then I have a rule that if a card is marked Done and the Recurring Need field is not empty, then it clones the current card and sets the due date to the amount of time based on the value of the Recurring Need field. 

See my screenshot below for an example. I have separate rules right now but going to combine them into one with series of If else/then components. 

[Karin van Driel]

Just wanted to thank you @John Funk , as this gave me some new ideas :)

[John Funk]

Glad I could help.