Projectrak as action - Populate status based on Project End Date

0. Get the Projectrak Status field id

First of all is necessary to obtain the Projectrak “Status” and “End date” field ids from the Projectrak Field manager.

In the following example the id are: 42288 and 42286

1. Create an Automation rule

Go to: Settings \ System \ Global Automation, and create a new rule.

You can also access with a direct link, just replacing <your_instance> with yours:
https://<your_instance>.atlassian.net/jira/settings/automation

2 . Rule step: configure a trigger

Create a new trigger → Scheduled

• Select the basic section

• Choose your specific time: in this case every day at 06:00 AM

3. Rule steps: get the Projectrak authorization token and store it in a variable

Add the last 2 steps described at this link: https://deiser-apps.atlassian.net/wiki/spaces/PROJECTRAKCLOUD/pages/1641490/How+to+create+a+Projectrak+authorization+in+Automation+for+Jira?src=search

• “6. Get the Projectrak JWT”

• “7. Store the JWT in a variable“

4. Rule step: get the “Off track” status id

Add component → New action → Send web request

• Web request URL: https://profields-cloud.deiser.com/items/fields/<status_field_id>?query=Off track
  * Replace the <status_field_id> with the one obtained in step 1.

• Headers:

  • Content-Type: application/json

  • Authorization: Bearer {{projectrakJwt}}

• HTTP method: GET

• Web request body: Empty

• Check: Delay execution of subsequent rule actions until we've received a response for this web request

5. Rule step: store the Status id in a variable

Add component → New Action → Create variable

• Variable name: projectrakOfftrackStatusId

• Smart value:  {{#webResponse.body.values}}{{id}}{{/}}

6. Rule step: generate a base64 authentication string for Jira

Use a Linux terminal:

echo -n JIRA_USER_EMAIL:JIRA_API_TOKEN | base64

* For Windows terminal, please refer this link.

7. Rule step: get all Jira projects

Add component → New action → Send web request

• Web request URL: https://<your_instance>.atlassian.net/rest/api/3/project

• Headers:

  • Content-Type: application/json

  • Authorization: Basic <base64 authentication string from previous step>

• HTTP method: GET

• Web request body: Empty

• Check: Delay execution of subsequent rule actions until we've received a response for this web request

8. Rule step: iterate each project

Add component → New branch → Advanced branching

• Smart value: {{webResponse.body}}

• Variable name: project

9. Rule step: get each Projectrak “end date” field value

Add component → New action → Send a web request

• Web request URL: https://profields-cloud.deiser.com/values/projects/{{project.id}}/fields/<endDate_field_id>
  * Replace the <endDate_field_id> with the one obtained in step 1.

• Headers:

  • Content-Type: application/json

  • Authorization: Bearer {{projectrakJwt}}

• HTTP method: GET

• Web request body: Empty

• Check: Delay execution of subsequent rule actions until we've received a response for this web request

• Check: Continue running the rule even if the request response is not successful (i.e. non-200 response)

10. Rule step: store the Projectrak field value in a variable

Add component → New action → Create variable

• Variable name: endDateValue

• Smart value: {{webResponse.body.value.value}}

11. Rule step: compare dates between the current date and end-date of Projectrak.

Add component → New condition → Advanced compare condition

• First value: {{endDateValue}}

• Condition: less than

• Second value: {{now.format("yyyy-MM-dd")}}

12. Rule step: get all issues from a project and unresolved

Add component → New action → Lookup issues

• JQL: project={{project.id}} and resolution is empty

13. Rule step: compare the numbers of issues in unresolved

Add component → New condition → Advanced compare condition

• First value: {{lookupIssues.size}}

• Condition: does not equal

• Second value: 0

14. Rule step: update project status field

Add component → New action → Send a web request

• Web request URL: https://profields-cloud.deiser.com/values/projects/{{project.id}}/fields/<field_id>

• Headers:

  • Content-Type: application/json

  • Authorization: Bearer {{projectrakJwt}}  

• HTTP method: POST

• Web request body: Custom data

• Custom data: {{projectrakOfftrackStatusId}} is the item ID of status field from Projectrak

{
 "value": {{projectrakOfftrackStatusId}}
}

• Check: Delay execution of subsequent rule actions until we've received a response for this web request

• Check: Continue running the rule even if the request response is not successful (i.e. non-200 response)