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Sum up story points from all epics to parent issue

Joost Klykens_66754l

Hi,

I would like to sum up the story points from all epics to their parent issue. The previous admin created a parent level (standard issue types, he called 'feature') above epic level to reflect the application structures. All applications are first divided into modules (-> feature) and then into functionalities (-> epic).

I got the sum-up automatisation for subtasks to stories and for stories to epics but don't find anywhere how to sum-up the epics story points into the 'feature' issue type. I suppose it should be a variation on the sum-up of subtasks to stories but can't get it working.

Current formula in 'Edit issue Advanced' is (previous part is when value changes for Story Points, branch rule = 'For Parent'):

{
"fields": {
"customfield_10032": {{#=}}{{epics.customfield_10032.join(" + ")}}
{{/}}

}
}

'customfield_10032' = 'Story Points' field

'epics' in the formula is variation on 'subtasks' I use this to sum up subtasks to stories and there it works. In my case the epics are subtasks from my 'feature' level but of course this doesn't work...

Anybody who can help with this please? I would

Accepted answers

Bill Sheboy

Hi @Joost Klykens

To do this with automation, I recommend using a JQL statement to gather the epics with the Lookup Issues action. You may then get the sum with: {{lookupIssues.Story points.sum|0}}

Kind regards,
Bill

All comments

Bill Sheboy

Hi @Joost Klykens

To do this with automation, I recommend using a JQL statement to gather the epics with the Lookup Issues action. You may then get the sum with: {{lookupIssues.Story points.sum|0}}

Kind regards,
Bill

Joost Klykens_66754l

Hi Bill,

Thank you for the quick response. Could you give some more details please since I can't get it working and did try different variations of Lookup Issues action. Added a picture of the latest variation.

sumup epic points.jpg

Thank you very much in advance,

Joost

Bill Sheboy

Hi, Joost.

You are very close to solving this! The key here is how do you connect your features and epics: custom field, parent, link etc.? Then write a JQL statement that selects all the siblings.

For an example patterned from your rule image and assuming use of Parent Link:

trigger: story points change
condition: issue type is epic
lookup issues on JQL to get the siblings: "Parent Link" = {{triggerIssue.Parent Link}}
branch on JQL to select the feature: key = {{triggerIssue.Parent Link}}
- action: edit the story points in the feature to be the sum from the lookup
  - {{lookupIssues.Story points.sum|0}}

Please review/update the JQL expressions if you want to add other conditions.

Joost Klykens_66754l

Hello Bill,

Apology for the late reply due to sickness. I (of course) made it at first too difficult but got it now and it worked for the level above also! My solution in screenshot, I hope it's a good approach since I didn't use JQL before. Triggering from sub-task to feature works like a charme!

Epic to Feature SP sumup.JPG

Thank you very much,

Joost

Jordan Richter_agw0n8

This method works for me. I'm using this to sum all child Epics' story points to the parent Initiative's story points field. This is in tandem with Advanced Roadmaps, so I'm using the Parent Link field instead of an Issue Link fields.

Story points from Epics to Initiative.png