Automation for Jira - How to trigger an automation rule based on a due date field
Platform notice: Server and Data Center only. This article only applies to Atlassian products on the Server and Data Center platforms.
Support for Server* products ended on February 15th 2024. If you are running a Server product, you can visit the Atlassian Server end of support announcement to review your migration options.
*Except Fisheye and Crucible
Summary
This article explains how to create an automation rule that will be triggered based on a due date field.
Example of use case 1:
- Jira tickets are configured with a due date field
- We want unresolved tickets to be automatically transitioned to a status (For example the status "Past Due Date") when the due date is today
Example of use case 2:
- Jira tickets are configured with a due date field
- We want to inform the assignee of a ticket when the due date of an unresolved ticket is in 30 days
Environment
- Jira Server / Data Center 8.0.0 and any higher version
- Automation for Jira 7.0.0 and any higher version
Solution
As there is currently no built-in trigger in Automation for Jira that fires a rule when a due date has passed, we must set up a rule using the Scheduled trigger instead, and configure it to run once per day.
Use case 1:
The automation rule will look like this:
- WHEN:
Scheduled, once a day, using the following JQL query that will search for issues that are unresolved and for which the due date field is today:
duedate = startOfDay() AND resolution is empty
- THEN:
- Add the action of your choice (for example, an action transitioning the Jira issue to a new status called "Past Due Date")
The screenshot below shows an example of automation rule that illustrates this configuration:
Use case 2:
The automation rule will look like this:
- WHEN:
Scheduled, once a day, using the following JQL query that will search for issues that are unresolved and for which the due date field is today:
duedate = startOfDay("+30d") AND resolution is empty
- THEN:
- Add the action of your choice (for example, a send email action to inform the assignee that the ticket is due in 30 days)
The screenshot below shows an example of automation rule that illustrates this configuration: