Automation

Question

Hi all,

I have a very specific one.
*My company uses the basic license*

I'm trying to create an automation in Jira to follow the following conditions.

I have 5 custom fields I have already created + 1 custom field that will need to be a calculation of the 5.

5 fields:

* Frequency
* Impact
* Severity
* Reproducibility
* Effort

Calculated Field:

* Score

I want the automation to trigger once Effort is updated or entered for the first time.
This field will always be the last one to be updated, which is why I don't want the other fields to trigger the automation. 
This is the weighting I need to use for the calculation.

{{#=}}({{Severity}}*5) + ({{Impact}}*3) + ({{Frequency}}*2) + ({{Reproducibility}}*1) - ({{Effort}}*1){{/}}

If any of the 5 fields are left blank or marked as zero, the 'Score' field should be left blank. This should also take affect if any of the fields are changed later.

I also need to Score to update by using the weighting formula anytime any of the 5 fields' values change.

Bill Sheboy · Answer

Thanks for that information, and...

I am assuming the source fields for the calculation are number fields.  Please let me know if that is not correct.

Based on what you described, the first set of conditions in the if / else block is incorrect as it is using OR operators (i.e., At least one condition matches) when they should all be not empty, using the AND operator.  That is a simple fix: at the top of that condition, select the "All conditions match" option.

With that change, I believe the rule can be simplified:

* trigger: field changes for Effort (At this point, you could include all of the fields to detect changes if you want that.)
* if / else block:* work item field fields conditions...with "All conditions match" selected to use AND operator* Frequency is not empty
* Impact is not empty
* Severity is not empty
* Reproducibility is not empty
* Effort is not empty

* action: edit work item to set Number Score with your calculation

* else* action: edit work item to set Number Score to empty

Please try that and let me know what you observe.

Kerri-Anne Mak · Answer

I am using a company-managed project where I am a Jira Admin.

Bill Sheboy · Answer

Please post the following to provide a bit more context for what you are observing: * what type of project is this: company-managed, team-managed, JPD, etc.
* an image of your complete automation rule in a single image for continuity
* images of any relevant actions / conditions / branches
* an image of the audit log details showing the rule execution

Thanks!