Create a sub-task for every recurring deadline within a task

Use case

In this use case, several sub-task will be created depending on the frequency of time chosen. A different sub-task will be created for every monthly, quarterly, half-yearly or yearly recurring deadline of a whole year. For example, 12 tickets will be created if the task has 12 recurring deadlines, one for every month of the year, and only 2 if the task has 2 internal deadlines, one for every six months, from the current date.

Prerequisites

Set up custom fields

Create two custom fields to define the frequency and a base date.

Custom fields
Create a Date Picker field and name it Deadline.
Create a Single Select field and name it Frequency. Add the following options to the field: Monthly Quarterly Half-yearly Yearly

Configuration

Add a Create issue post function to the workflow transition of your choice.

Issues to be created

Mode

Choose Multiple issues.

Expression

Write an expression using this format with parsing mode in Number.

getMatchingValue(%{issue.cfFrequency}, ["Monthly", "Quarterly", "Half-yearly", "Yearly"], [12, 4, 2, 1])

Issue type

Choose Sub-task

Parent issue

Choose Current issue

Summary

"Sub-task with deadline on " + dateToString(addMonths({system.currentDateTime}, (^) * getMatchingValue(%{issue.cfFrequency}, ["Monthly", "Quarterly", "Half-yearly", "Yearly"], [1, 3, 6, 12]), LOCAL), LOCAL, SERVER_LANG)

Deadline

Set the field Deadline

addMonths({system.currentDateTime}, (^) * getMatchingValue(%{issue.cfFrequency}, ["Monthly", "Quarterly", "Half-yearly", "Yearly"], [1, 3, 6, 12]), LOCAL)

Conditional execution

Add a conditional execution to avoid executing the rule with the sub-tasks if they share the workflow with the parent task.

%{issue.issueType} = "Task"

Related use cases

Use case	Workflow function	Parser functions	Label
Clone epic, tasks and sub-tasks	Create issue	toString() toStringList() issueKeysToIssueList() replaceFirst() first() fieldValue() textOnStringList() findModify() subtasks() issuesUnderEpic()
Create an issue in the current project	Create issue		STAFF PICK
Create an issue with a custom summary	Create issue	previousValue()
Create a sub-task for each component	Create issue	toStringList()
Create a sub-task for every recurring deadline within a task	Create issue	addMonths() getMatchingValue() dateToString()
Create a sub-task for every sub-task closed	Create issue	findReplaceFirst() first() findPattern() toString() sum() toNumber()
Create a sub-task for every user in a field and assign them	Create issue	getMatchingValue() toStringList()
Create child issue within Advanced Roadmaps hierarchy	Create issue
Create issues randomly	Create issue	modulus() round() random()
Create issue under epic	Create issue	toString() epic()
Create several issues combining fields	Create issue	nthElement() toStringList() modulus() count() ceil()
Create several sub-tasks depending on the component	Create issue
Create sub-tasks depending on selected values in custom field	Create issue	toStringList()	STAFF PICK
Create three issues with individual summaries	Create issue	getMatchingValue()