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Jira Automation - combining costs in one epic

Noah Müller

Hey,
I need your help for my Jira project. In the column: "Costs", I would like to have all costs of the respective subtasks to be displayed collectively in the associated epic (see attached image). I wanted to solve this with Jira automation, but it doesn't work. How would Jira Automation have to be set up in detail so that all costs of an epic are summarized in the list? My current status of setting up the automation can be seen in the appendix.

Thank you!

Atlassian 1.PNG Atlassian 2.PNG

Accepted answers

Trudy P Claspill

Hello @Noah Müller

Welcome to the Atlassian community.

I recommend that you change this portion of your Automation Rule.

Screenshot 2024-05-28 at 9.01.26 AM.png

Keep the first step "Fur: Ubergeordnet".

Immediately after that, before the next step, add to the branch a Lookup Issues action. In it provide a JQL statement to search for all the child issues of the Parent issue.

Screenshot 2024-05-28 at 9.04.54 AM.png

In the Edit Issue action you can then use the "sum" function to get the total of all Kosten values from the issues found by the Lookup Issue action, and assign that value to the Kosten value in the parent issue.

Screenshot 2024-05-28 at 9.08.20 AM.png

In my example the field name is "A number field" rather than "Kosten".

All comments

Trudy P Claspill

Hello @Noah Müller

Welcome to the Atlassian community.

I recommend that you change this portion of your Automation Rule.

Screenshot 2024-05-28 at 9.01.26 AM.png

Keep the first step "Fur: Ubergeordnet".

Immediately after that, before the next step, add to the branch a Lookup Issues action. In it provide a JQL statement to search for all the child issues of the Parent issue.

Screenshot 2024-05-28 at 9.04.54 AM.png

Screenshot 2024-05-28 at 9.08.20 AM.png

In my example the field name is "A number field" rather than "Kosten".

Noah Müller

Thank you, how could I open the number field for the last one ?

My current status of setting up the automation can be seen in the appendix. I dont find the number field. Jira 4.PNG

Trudy P Claspill

Hello Noah,

Use the pull-down field to find your number field.

Screenshot 2024-05-29 at 8.25.56 AM.png

Type in the name of your field and it should appear in the list of fields below.

Screenshot 2024-05-29 at 8.27.54 AM.png

Check the box next to the field. That will not close the list, because Jira is leaving it open in case you want to select another field, so click somewhere else in the Edit Action dialog to close the window. That should leave you with the Edit Action looking similar to this: with the name of your field (1) and a box for specifying the value (2).

Screenshot 2024-05-29 at 8.30.32 AM.png

Type the smart value into (2).

Noah Müller

Hey, thank you again. I still get a notification that it failed. Could you imagine because of what? You see all details in the appendix

Hannes Obweger - JXL for Jira

Hi @Noah Müller

welcome to the community!

I trust that you will be able to resolve this in Jira Automation!

Just as food for thought: If you're open to solutions from the Atlassian Marketplace and/or don't want this to eat into your automation budget, there's also a number of apps available that can help with this.

As an example, this would be easy to do using the app that my team and I are working on, JXL for Jira.

JXL is a full-fledged spreadsheet/table view for your issues that allows viewing, inline-editing, sorting, and filtering by all your issue fields, much like you’d do in e.g. Excel or Google Sheets. It also comes with a number of advanced features, including support for (configurable) issue hierarchies, issue grouping by any issue field(s), sum-ups, or conditional formatting.

With these, you can build a view like this in just a couple of clicks:

This is really just one of a virtually endless number of possible views and reports - you can also view, group by, and sum up any other field(s), configure different sum-up styles, etc. etc.

Any questions just let me know,

Best,

Hannes

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