How to create an automation rule to save the transition date in short date format in a custom field?

Platform Notice: Cloud Only - This article only applies to Atlassian products on the cloud platform.

Summary

This article provides detailed information on the automation rule to save the date for a particular transition execution and make it visible on the issue's custom field.

Solution

To store the date in shortDate format, you would need to follow the below-recommended steps:

  • Create a custom field of the short text type and add it to the appropriate issue type screen for the project.

    • Ensure that the field is created as a short text type to accurately store the value. Using a date picker field may result in the below error.

      Potential Date Picker Field Error Message

  • After creating the custom field, set up a rule with the trigger set as Issue Transition.

  • Choose the "Edit Issue" action and select the custom field of the short text type that was created earlier.

  • Specify the smart value in the format: {{now.shortDate}} to populate the custom field with the current date in short format.

    Screenshot specifying short date smart value

  • Once the rule is configured, proceed to transition the issue. The custom field should be updated successfully during the issue transition.

Updated on July 14, 2024

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