Move an item to “Planned” state when its Planned Start Date is set

Warning: How to apply this rule?. If you want to affects all the items (and not only items in the Initial state), remove the filter

EntityState.IsInitial is true

The state should be marked as “Planned” in the workflow setup.

Move a work item to “Planned” state when its Planned Start Date is set

The filter by Project.Name is optional.

Planned Start Date
[
  {
    "type": "source:targetprocess:EntityChanged",
    "entityTypes": [
      "UserStory",
      "Bug",
      "Task",
      "Feature",
      "Request",
      "Epic",
      "PortfolioEpic"
    ],
    "modifications": {
      "created": false,
      "deleted": false,
      "updated": [
        "PlannedStartDate"
      ]
    }
  },
  {
    "or": [
      {
        "and": [
          {
            "value": {
              "type": "constant",
              "value": null
            },
            "target": {
              "name": "PlannedStartDate",
              "type": "field",
              "target": {
                "type": "pipelineBlockOutput"
              }
            },
            "operator": {
              "type": "exists"
            }
          },
          {
            "value": {
              "type": "constant",
              "value": true
            },
            "target": {
              "name": "IsInitial",
              "type": "field",
              "target": {
                "name": "EntityState",
                "type": "field",
                "target": {
                  "type": "pipelineBlockOutput"
                }
              }
            },
            "operator": {
              "type": "is true"
            }
          },
          {
            "value": {
              "type": "constant",
              "value": "Startup"
            },
            "target": {
              "name": "Name",
              "type": "field",
              "target": {
                "name": "Project",
                "type": "field",
                "target": {
                  "type": "pipelineBlockOutput"
                }
              }
            },
            "operator": {
              "type": "is"
            }
          }
        ]
      }
    ],
    "type": "filter:Relational"
  },
  {
    "type": "action:targetprocess:MoveToState",
    "target": {
      "type": "pipelineBlockOutput",
      "blockAlias": "ui:source"
    },
    "stateKind": "Planned"
  }
]

Move a Project to “Planned” state when its Planned Start Date is set

Project to Planned state
[
  {
    "type": "source:targetprocess:EntityChanged",
    "entityTypes": [
      "Project"
    ],
    "modifications": {
      "created": false,
      "deleted": false,
      "updated": [
        "PlannedStartDate"
      ]
    }
  },
  {
    "or": [
      {
        "and": [
          {
            "target": {
              "type": "field",
              "name": "PlannedStartDate",
              "target": {
                "type": "pipelineBlockOutput"
              }
            },
            "value": {
              "type": "constant",
              "value": null
            },
            "operator": {
              "type": "exists"
            }
          },
          {
            "target": {
              "type": "field",
              "name": "IsInitial",
              "target": {
                "type": "field",
                "name": "EntityState",
                "target": {
                  "type": "pipelineBlockOutput"
                }
              }
            },
            "value": {
              "type": "constant",
              "value": true
            },
            "operator": {
              "type": "is true"
            }
          }
        ]
      }
    ],
    "type": "filter:Relational"
  },
  {
    "type": "action:targetprocess:MoveToState",
    "target": {
      "type": "pipelineBlockOutput",
      "blockAlias": "ui:source"
    },
    "stateKind": "Planned"
  }
]