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Can I automate Story point sums to populate the Epic points?

Bud Herz_4dzuwt

We happen to have the Story Points field available on our Epics.

Can we automate the following scenario:

Add points to a Story and the parent Epic points increment accordingly to reflect the TOTAL sum for all Story ticket children?

---------

Actually it should be as easy as a trigger for when the Story points change, save as a variable, then write that variable to the Epic

Am I on the right track?

Accepted answers

Karan Sachdev

Hey @Bud Herz

You may follow the rule template shared here: https://www.atlassian.com/software/jira/automation-template-library/rules#/rule/9919294

Thanks!

John Funk

Hi Bud,

You should be able to find lots of examples of this in the Community. Here is one:

https://community.atlassian.com/forums/Automation-questions/Sum-up-Story-Points-from-Stories-Under-Epic-Jira-automation/qaq-p/2674049

All comments

Karan Sachdev

Hey @Bud Herz

You may follow the rule template shared here: https://www.atlassian.com/software/jira/automation-template-library/rules#/rule/9919294

Thanks!

John Funk

Hi Bud,

You should be able to find lots of examples of this in the Community. Here is one:

https://community.atlassian.com/forums/Automation-questions/Sum-up-Story-Points-from-Stories-Under-Epic-Jira-automation/qaq-p/2674049

Bud Herz_4dzuwt

Thanks @John Funk and @Karan Sachdev
Those are both perfect!

Bill Sheboy

Hi @Bud Herz

Yes, and...to John's suggestions: your license level and desired level of accuracy determine how to implement updates like this.

For example, let's assume you have unlimited rule usage and want the data as accurate as possible, as quickly as possible. There are a bunch of scenarios to consider for accurate updates:

When a Story is created with a parent Epic, update the Epic
When an existing Story changes its field, update the Epic
When a Story without a parent Epic is assigned to an parent Epic, update the Epic
When a Story is removed from a parent Epic, update the previous Epic
When a Story changes its parent Epic, update the current and previous Epics
When a Story is deleted...
When a Story changes issue type such that it no longer has a parent...
When someone manually changes the field in the Epic, recalculate the sum
When Atlassian has another outage impacting automation, and one does not want to assume the automatic retry feature will work as expected, use a scheduled trigger rule which can update all desired Epics. This rule could be left disabled unless needed.
etc.

Some of these cases may be merged while others require separate rules with different triggers.

However, when usage is limited or only periodic updates are needed, please see this article from John on using a scheduled trigger rule for updates, such as daily:

https://community.atlassian.com/forums/Jira-articles/How-Can-I-Sum-Up-Multiple-Issues-into-a-Parent-Number-Field/ba-p/2882712

Kind regards,
Bill

John Funk

Great to hear! And you are welcome

Bud Herz_4dzuwt

If I may be so bold to offer a catch phrase: With Bill Sheboy, you get the whole shabang

Those are great things to consider Bill. Much appreciated.
I'll have to take a better look at all of our work to see which is the most impact first.

Thanks again!

John Funk

Yep, Bill is the GOAT of Jira Automation

Fabio Paglianti

it will be deprecated soon - any most valuable solution?

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