Hi Everyone, One of the most commonly asked questions we receive here in the Jira Automation is whether or not it is possible to sum up story points between Subtasks/Stories/Epics. We are very excited to announce that we have posted 2 new video tutorials that will help you accomplish this step by step. Sum Up Story points from Stories to Epics: * Video Tutorial Link: https://youtu.be/PROcxEOMyGM * Sum Up Story Points from Stories - key Formulas:* JQL Lookup: issuetype in (story) and "Epic Link" = "{{issue.Epic Name}}" * Sum Up Story Points: {{lookupIssues.Story Points.sum}} * Sum Up Story Points when an Epic Link is updated in a story - Key Formulas:* JQL Lookup: issuetype in (story) and "Epic Link" = "{{issue.Epic Name}}" * Sum Up Story Points: {{lookupIssues.Story Points.sum}} * Sum Up Story Points through a Scheduled rule - key Formulas:* Scheduled JQL which can be updated as you require: issuetype in (epic) and status not in (done) * JQL Lookup: issuetype in (story) and "Epic Link" = "{{issue.Epic Name}}" * Sum Up Story Points: {{lookupIssues.Story Points.sum}} Sum Up Story Points from Subtasks: * Video Tutorial Link: https://youtu.be/60sWD66l19k * Key Formula:* Sum Up Sub-tasks story points: {{issue.subtasks.Story Points.sum}} You can use the first tutorial to update any type of relationship by modifying the conditions and JQL Lookup Issues filters. (e.g. Adding Story Points form an Epic to an Initiative) We hope you enjoy the videos. Please support the channel by subscribing to it. Thanks, Eli Solutions

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Jira Automation: Complete Video Guides on how to Sum Up Story Points between Subtasks/Stories/Epics

Eli Solutions Team -Eli Solutions-

Hi Everyone,

One of the most commonly asked questions we receive here in the Jira Automation is whether or not it is possible to sum up story points between Subtasks/Stories/Epics. We are very excited to announce that we have posted 2 new video tutorials that will help you accomplish this step by step.

Sum Up Story points from Stories to Epics:

Video Tutorial Link: https://youtu.be/PROcxEOMyGM
Sum Up Story Points from Stories - key Formulas:
- JQL Lookup: issuetype in (story) and "Epic Link" = "{{issue.Epic Name}}"
- Sum Up Story Points: {{lookupIssues.Story Points.sum}}
Sum Up Story Points when an Epic Link is updated in a story - Key Formulas:
- JQL Lookup: issuetype in (story) and "Epic Link" = "{{issue.Epic Name}}"
- Sum Up Story Points: {{lookupIssues.Story Points.sum}}
Sum Up Story Points through a Scheduled rule - key Formulas:
- Scheduled JQL which can be updated as you require: issuetype in (epic) and status not in (done)
- JQL Lookup: issuetype in (story) and "Epic Link" = "{{issue.Epic Name}}"
- Sum Up Story Points: {{lookupIssues.Story Points.sum}}

Sum Up Story Points from Subtasks:

Video Tutorial Link: https://youtu.be/60sWD66l19k
Key Formula:
- Sum Up Sub-tasks story points: {{issue.subtasks.Story Points.sum}}

You can use the first tutorial to update any type of relationship by modifying the conditions and JQL Lookup Issues filters. (e.g. Adding Story Points form an Epic to an Initiative)

We hope you enjoy the videos. Please support the channel by subscribing to it.

Thanks,

Eli Solutions

Accepted answers

All comments

SolarisJIRAadmin

The videos are great.

Thanks for sharing!

Chris Melville_iyijlg

Thanks for pulling this information together. For those of us using server/DC installation, the lookupIssues function is not supported... any suggestions on alternate methods, specifically to sum up story points into the parent Epic?

Jon Zacharias

@Eli Solutions Team -Eli Solutions- any suggestions on troubleshooting this?

I have my automation set up exactly the same way you showed in the video, and it's not working for me.

Thoughts?

Jon Zacharias

@Eli Solutions Team -Eli Solutions- to be more specific:

Eli Solutions Team -Eli Solutions-

Hi @Jon Zacharias

You need to use the correct capitalization for trigger issues.

Use with the capital "I".

Joan Mira

How can we sum up the points not only from stories, but also from tasks and bugs?

Screenshot 2023-10-04 at 11.09.03.png

Joel Batac

Is there something for Parent Link, to sum the total of Epic's Story Points?

Aneesh N J

Do we have any option to sum up story points if the epics already linked with US updated with story points. We are adding this automation now only. Whatever user stories we creating newly or updating now the automation is working . But what about the existing linked US with story points

Aneesh N J

This option will work. The one which is showed inthe above pic

machael_baksteen

I got the automation working for lookupIssues.Story Points.sum for an EPIC. But I would only like the SUM for stories that are done or closed (and ignore story point for stories with an other status like ToDo).

Anybody know how to do that?

I guess I need to add an if statement to the script below inorder too only sum up the closed and done stories

"fields":{
"Story points": {{lookupIssues.Story Points.sum|0}}

machael_baksteen

I fixed it

I now use this:

parent = {{triggerIssue.parent.key}} AND ("status" = "CLOSED" OR "status" = "DONE")

Janany Satkunam_la1jh1

I am following the exact steps outlined in this post which is the same as in this video (https://www.youtube.com/watch?v=PROcxEOMyGM)

However, the epic story points field is not updating. I tried manually setting it to a number and then I updated the child epic's story points field. I noticed that the epic's story point field gets to empty.

Can anyone see what's wrong with the below and if there are anything I need to do?

Screenshot 2024-04-16 at 10.01.23 PM.png

Janany Satkunam_la1jh1

Got it to work. My issue was with using "Epic Link" since we had two of these and one wasn't the right one which was getting picked up by the rule. I explicitly specified the field and it solved the issue.

Fabio Paglianti

I would like to use all the rules together as I use

epic
story
sub-task

we add story points to sub-task and them is added to the story

but

the rules does not trigger the update on the epic if I add story points in the sub-task - only th story is updated.

the rule triggers the update on the epic only if the story is updated.

any idea how to solve this?

Kh_Safal

Hi @Fabio Paglianti, this topic has been locked because the thread has become a bit dated. If you’d like to keep the conversation going or have additional questions, we encourage you to start a new topic. You can read more about necro posting (“raising threads from the dead”) in our Community Guidelines.
Thanks!

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