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Jira Automation: Complete Video Guides on how to Sum Up Story Points between Subtasks/Stories/Epics

Hi Everyone,

One of the most commonly asked questions we receive here in the Jira Automation is whether or not it is possible to sum up story points between Subtasks/Stories/Epics. We are very excited to announce that we have posted 2 new video tutorials that will help you accomplish this step by step.

Sum Up Story points from Stories to Epics:

  • Video Tutorial Link:  https://youtu.be/PROcxEOMyGM 
  • Sum Up Story Points from Stories - key Formulas:
    • JQL Lookup: issuetype in (story) and "Epic Link" = "{{issue.Epic Name}}"
    • Sum Up Story Points: {{lookupIssues.Story Points.sum}}
  • Sum Up Story Points when an Epic Link is updated in a story - Key Formulas:
    • JQL Lookup: issuetype in (story) and "Epic Link" = "{{issue.Epic Name}}"
    • Sum Up Story Points: {{lookupIssues.Story Points.sum}}
  • Sum Up Story Points through a Scheduled rule - key Formulas:
    • Scheduled JQL which can be updated as you require: issuetype in (epic) and status not in (done)
    • JQL Lookup: issuetype in (story) and "Epic Link" = "{{issue.Epic Name}}"
    • Sum Up Story Points: {{lookupIssues.Story Points.sum}}

 

Sum Up Story Points from Subtasks:

 

You can use the first tutorial to update any type of relationship by modifying the conditions and JQL Lookup Issues filters. (e.g. Adding Story Points form an Epic to an Initiative)

We hope you enjoy the videos.  Please support the channel by subscribing to it.

 

Thanks,

Eli Solutions

3 comments

The videos are great.

Thanks for sharing!

Thanks for pulling this information together.  For those of us using server/DC installation, the lookupIssues function is not supported... any suggestions on alternate methods, specifically to sum up story points into the parent Epic?

@Eli Solutions Team -Eli Solutions-  any suggestions on troubleshooting this?

I have my automation set up exactly the same way you showed in the video, and it's not working for me.

Thoughts? 

Hi @Jon Zacharias

You need to use the correct capitalization for trigger issues. 

Use with the capital "I".

{{triggerIssue}}

Like Jon Zacharias likes this

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Jira Automation: Sum Up Story Points Roundup (Initiatives -> Epics -> Story/Tasks -> Subtasks)

Hi Everyone, In this roundup we combine all the jira automation rules to sum up story points across different issue types. We start from the lowest level, summing up story points from sub-tasks t...

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