Hi everybody.
I sometimes have automations to set for clients.
I wanted to share one particular automation because I often see people on Community struggling with it and it saved me a lot of time.
Let's say you want to base your story points value on the sum of two other fields : Priority and Impact.
For example, you have the two following fields (with the associated story points) :
Priority => Cascading list with these possible values : Urgent (5), Major (4), Minor (3).
Impact => Cascading list with these possible values : Significant (6), Moderate (2) , Mild (1).
If you want to automate the calculation of the story points, you have to create three rules.
One which will calculate the value of a custom field called PriorityScore. Basically, it will look like this :
When value changed for Priority
If Priority = Urgent
Then update field PriorityScore = 5 (to do this you have to type {{#=}}5{{/}} in the PriorityScore bar)
Else-If Priority = Major
Then update field PriorityScore = 4 (to do this you have to type {{#=}}4{{/}} in the PriorityScore bar)
etc
Another one which will calculate the value of a custom field called ImpactScore. It is the same logic as the previous rule.
A third one which will sum both values and update story points.
When value changed for (PriorityScore, ImpactScore, Story points)
Then update the story points field :
{{#=}}{{issue.PriorityScore|0}}+{{issue.PriorityScore|0}}
The |0 determines the default value to avoid problems when some fields are empty.
In the settings for this third rule, don't forget to check the "Check to allow other rule actions to trigger this rule. Only enable this if you need this rule to execute in response to another rule.".
Do you have any easy automation of that kind you often propose to your clients ?