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Create a cumulative field in JSD

Rita Saad YOUNES August 4, 2023

Gd day,

I want to create a cumulative field in JIRA that add for the user every month 1.25 to a field called annual Balance, What am trying to do is in HR service management try to add for every user his annual balance leave so every one month this amount should be increased as of 1.25.

 

Is there a way to make it or an add -on to help me achieve this?

 

Best regards

1 answer

1 vote
Ste Wright
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
August 4, 2023

Hi @Rita Saad YOUNES 

You can do this using a custom field and an Automation Rule!

You'll need to be a Product Admin to implement the below.

---

Custom Field:

You'll need a field to keep the numeric values in.

Create a custom Number field - and give it a name, eg. Annual Balance

---

Automation: 

Create a rule to add to the field each month:

  • Trigger: Scheduled
    • Run rule every = 1 months
    • Run a JQL search... = TRUE (checkbox)
    • JQL - insert relevant JQL here, eg. search for "Employee" issue type
    • Only include issues that have changed... = FALSE (checkbox)
  • Action: Edit Issue
    • Field = Annual Balance
      • Value = {{issue.Cumulative Number Field}} + 1.25

^ This rule runs automatically each month, and adds 1.25 to the current value in that field. The Smart Value is dynamically locating each relevant issue's current balance, and adding to it from there.

---

Let us know if this works for you!

Ste

Rita Saad YOUNES August 7, 2023

Dear @Ste Wright thanks for your answer, in fact am not able to bring the last Balance for the user created in the last issue, do you have any idea how can I bring it to add the 1.25? and how the value {{issue.Cumulative Number Field}}  work? should I use the AL Final balance instead of Cumulative Number Field?I try to use it but it is not working.

 


Thanks for your help

Ste Wright
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
August 13, 2023

Hi @Rita Saad YOUNES 

I'm not sure what you mean - can you clarify?

The rule above...

  • Locate the Annual Leave field
  • Then takes its current value, and adds 1.25 to it

^ So you would replace Cumulative Number Field with the name of your annual leave balance field :)

Ste

Rita Saad YOUNES August 16, 2023

Hello @Ste Wright How can I take the current value from last issue created? is there a way for this to do it?

 

Thanks

Ste Wright
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
August 18, 2023

Hi @Rita Saad YOUNES 

The last value added to the field?

Ste

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