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Add an Epic custom field that auto calculates Child issues % complete based on Automation

Candice Cleaveland

We are looking to create a custom field on the Epic level that, based on an automation, will autocalculate the % Done.

Why? We need this custom field to read sync back to our AHA integration for tracking purposes there.

Almost there - We've created the automation (screenshots below) based on the community link here, but the final steps are:

For the test Epic, the computed percentage completion % of Child issues is set into an existing custom field in the Epic.
Once successful, we want this to be automated for all Epics in the Project itself.

Appreciate any guidance or help in advance!

Accepted answers

Trudy P Claspill

Hello @Candice Cleaveland

For the test Epic, the computed percentage completion % of Child issues is set into an existing custom field in the Epic.

You need to add an Edit Issue step. In that step you need to set the value for your custom field to this value

Once successful, we want this to be automated for all Epics in the Project itself.

If you want the rule to run for every Epic issue in your project you need to change JQL in the Scheduled trigger to

issueType=Epic

However, I see you have the Scheduled trigger to run every 5 minutes. Do you really want to recalculate the completion percentage on every epic in your project every 5 minutes? I think that you should reduce the frequency.

Also, how many Epics do you have in the project, and how many child issues do they typically have? There are limits on the number of issues that a Scheduled trigger can retrieve and the number of issues a Lookup Issues action can retrieve. Refer to

https://support.atlassian.com/cloud-automation/docs/automation-service-limits/

Candice Cleaveland

Hi Trudy - This is so helpful thank you! It is working as expected and we've adjusted the frequency to reduce the number of times this scheduled trigger is run. We just had it at 5 minutes to test!

We don't forsee running 1000+ issues at a time so we think we should be in good shape!

All comments

Trudy P Claspill

Hello @Candice Cleaveland

For the test Epic, the computed percentage completion % of Child issues is set into an existing custom field in the Epic.

You need to add an Edit Issue step. In that step you need to set the value for your custom field to this value

Once successful, we want this to be automated for all Epics in the Project itself.

If you want the rule to run for every Epic issue in your project you need to change JQL in the Scheduled trigger to

issueType=Epic

https://support.atlassian.com/cloud-automation/docs/automation-service-limits/

Candice Cleaveland

Hi Trudy - This is so helpful thank you! It is working as expected and we've adjusted the frequency to reduce the number of times this scheduled trigger is run. We just had it at 5 minutes to test!

We don't forsee running 1000+ issues at a time so we think we should be in good shape!

Khuram Khalil

@Candice Cleaveland @Candy which edit step did you end of creating? i need to replicate something similar

Thanks

Rafaella Sena_6db1p5

Nice, thanks for sharing! What if I want to do something similar at the Initiative level? What's the workaround?

It's more tricky since the tasks are under the epics, that are under the initiatives.

Trudy P Claspill

Hello @Rafaella Sena

Since this post already has an Accepted Answer, and to get wider visibility of your question to the community, I recommend that you start a brand new Question. At this point the only people who have seen your question are the original author of this post, people who are watching the post, and people who have responded to the post.

If this post is relevant to your question, include a link to it in your new Question post.

Provide all the details of your scenario in your new post. Are you working with Jira Cloud or Jira Data Center? What is your issue type hierarchy (i.e. Initiative > Epic > Tasks)? Are you trying to record progress at the Initiative level based directly on the Tasks, or based on the status of the Epics under the Initiative?

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