Update Initiative (Story Points) when Epic (Story Points) are updated.

Question

Hi.
I have tried a few tutorials and posts here, but unfortunately I cannot make it work.

I already have automation working to update Epic's 'Story Points' when a Story ('Story Done' only)
I want to to the same for Epic's and Initiatives.  These are linked in our Jira project with a label of "Child issues".

Now I think about it, my first automation is flawed.  I should only sum the Story Points when the Story status transitions to 'Story Done" not when the points change after it is done.  Ooops.

EDIT: also I have another flaw, it needs to only sum up the story points of stories that are done.  Now if a story is moved to done it will sum all the points regardless of the story status.

Bill Sheboy · Answer

Hi @Antony Smith

Just checking if this answered your question.  If so, please mark this one as "answered" to help others find solutions faster.  If not, provide any additional information to help the community offer suggestions.

Thanks!

Bill Sheboy · Answer

For this type of summation, I recommend 2 rules:

* triggered on story changes, update the parent epic
* triggered on epic changes, update the parent initiative

To make this work, the actions of the first rule will update an epic, and we want that to then trigger the second rule.  By default, rules triggering other rules is disabled to prevent problems / looping errors.  For the second rule, enable the "Allow Rule Trigger" option in the rule details at the top of the rule editor.

One benefit of this approach is the rules will essentially be the same, with the only differences being the issue types checked.

Antony Smith_ueogf5 · Answer

Hi. Yes, I want to to sum all story points on Epics and change the value on the linked Initiative. Similar to the tutorials I found for summing story points and adding the value to the linked Epic. Ignore my additional comments about the flaws, I have resolved these. They were related to 'Story' to 'Epic'. My required automation logic was not good enough. Having tried and failed with a few different online suggestions I don't think posting those failed attempts will help me, more confuse me further. - we have a data center version of Jira - Our project is structured 'Story' > 'Epic' > 'Imitative' - within an Initiative the Epics are linked under this title:

Child issues

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