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Sum up Custom Estimation Fields

joscha.reinhard

Hello together,

I have tried many otpions with JIRA automation to solve my requirement but without success...

My goal is to set up one/many JIRA automation that sums the values from three custom fields (Effort CON, Effort DEV, Effort INT) of User Stories and updates this sum in the "Sum Effort CON", "Sum Effort DEV" & "Sum Effort INT" field on the associated Epic.

For Example:

Story 1:
Effort INT = 1
Effort DEV = 10
Effort CON = 1

Story 2:
Effort INT = 1
Effort DEV = 1
Effort CON = 1

Parent Epic:

Effort INT = 2
Effort DEV = 11
Effort CON = 2

Hope you can help me.

Thanks in advance!

Regards,

Joscha

Accepted answers

All comments

Bill Sheboy

Hi @joscha.reinhard -- Welcome to the Atlassian Community!

For a question like this, please post an image of your complete automation rule, images of any relevant actions / conditions / branches, an image of the audit log details showing the rule execution, and explain what is not working as expected. Those will provide context for the community to offer ideas. Thanks!

Until we see those...

At this time, the Lookup Issues action for Jira Data Center automation does not support custom fields: https://jira.atlassian.com/browse/JIRAAUTOSERVER-877

For your scenario to update the parent issue with those fields, a workaround is to use the Send Web Request action to call the REST API for issue search with JQL, and then use the web response to sum the fields.

Please see this earlier post where I describe the approach in more detail: https://community.atlassian.com/t5/Jira-questions/Re-How-to-sum-story-custom-filed-values-to-an-epic/qaq-p/2787339/comment-id/1043853#M1043853

Kind regards,
Bill

joscha.reinhard

Hi @Bill Sheboy

I have tried your way mentioned in your post (I am new on JIRA Automation).

Attached my complete automation.
I hope you can assist..

Trigger:

If Clause: Story

Send Request:

Compare:

Edit:

Customfield ID:

Here the Audit Log after changung the field Value of field "Effort CON"

Bill Sheboy

Your Send Web Request action appears to be calling the wrong endpoint. Instead use the issue search, passing the JQL as a parameter:

https://docs.atlassian.com/software/jira/docs/api/REST/9.13.0/#api/2/search-search

joscha.reinhard

Sorry for asking again, but how exactly should I implement this?
Issue search is known to me via the lookup function.
But here I mean knowing that it doesn't work for custom fields

Hannes Obweger - JXL for Jira

Hi @joscha.reinhard

I trust that with the help of the community, you'll get this to work in Jira Automation!

Just as food for thought: If you're open to solutions from the Atlassian Marketplace, you'll find a number of apps that are more targeted towards your use case. If that's an option, you may want to have a look at 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 long list of advanced features, including support for (configurable) issue hierarchies, issue grouping by any issue field(s), and sum-ups.

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

Note how the sum-up on the epic updates in real time as we work on the issues below.

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

This all just works - there's no scripting or automation whatsoever required.

Any questions just let me know,

Best,

Hannes

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