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Sum value from custom fields when merging ideas

peter dassenko_j36nvz

Hello -

I'm working on setting up JPD to collect and synthesize customer feedback. I like the concept of being able to merge the tickets together, but when I do that, I'm realizing I can't add up totals of merged tickets into the main ticket.

For example: Using GMV to prioritize a feature. Each similar idea from a customer has an associated GMV. I'd like to, when I merge ideas, be able to see on the main ticket the total GMV value an idea represents.

Currently this data resides in a custom field, not an insight.

Is there any solution to preserve the total value of fields when tickets are merged?

Accepted answers

Bill Sheboy

Hi @peter dassenko -- Welcome to the Atlassian Community!

There is no built-in feature to sum the fields for an Idea merge.

One possible workaround is to use an automation rule, triggered on Issue Linked:

Merged ideas are moved to the JPD Archive, and not deleted from Jira
After a quick experiment, I observe each merged-from Idea will trigger an Issue Linked trigger to the merged-to Idea. That information could be used to carefully sum the values...
- Because the rule triggers multiple times, the sum field cannot simply be updated by each rule execution; that will cause an update collision
- Instead the rule could get all merged-from links, find the one with maximum key value, and only proceed if that is the destination issue. Other rule executions will do nothing to the field
- For the one which is the maximum key, all of the merged-from issues may be gathered with the Lookup Issues action to sum the fields needed.

This rule is a bit complicated and needs to use mitigation for possible timing challenges. I recommend experimenting / testing before rolling a rule like this into your production site.

Kind regards,
Bill

All comments

Bill Sheboy

Hi @peter dassenko -- Welcome to the Atlassian Community!

There is no built-in feature to sum the fields for an Idea merge.

One possible workaround is to use an automation rule, triggered on Issue Linked:

Merged ideas are moved to the JPD Archive, and not deleted from Jira
After a quick experiment, I observe each merged-from Idea will trigger an Issue Linked trigger to the merged-to Idea. That information could be used to carefully sum the values...
- Because the rule triggers multiple times, the sum field cannot simply be updated by each rule execution; that will cause an update collision
- Instead the rule could get all merged-from links, find the one with maximum key value, and only proceed if that is the destination issue. Other rule executions will do nothing to the field
- For the one which is the maximum key, all of the merged-from issues may be gathered with the Lookup Issues action to sum the fields needed.

This rule is a bit complicated and needs to use mitigation for possible timing challenges. I recommend experimenting / testing before rolling a rule like this into your production site.

Kind regards,
Bill

Nick Haller

Hi @peter dassenko ,

Not sure if this will help, but you can link the correlated / "child" ideas to the "parent" idea (which I believe would be one of the GMV ideas in your case). Whenever you link ideas to a "parent" idea, they increase the total number within the Linked issues field:

You could then use the Linked issues field in a custom formula (along with other fields) if that is something of interest, since this will sum or total:

peter dassenko_j36nvz

Thank Bill - what you're suggesting seems like what I would need. Unfortunately it's far outside of my area of expertise at the moment to construct that.. Appreciate you pointing me in the right direction!

Bill Sheboy

You may want to chat with your Jira Site Admin for help; they may have more experience with rule-writing and could offer coaching, or perhaps even create the rule for you.