Automation : Sum up story points at EPIC with issues across different projects

Rahul Mittal
Contributor
December 18, 2024

Hi Experts,

 

I am new to JIRA Automation and looking for a way to sum-up Story points that are at the child issues level to the Epic level. In my case, the child issues can be from different jira projects 

Example:

EPIC is in JIRAPRJ1 project and has following linked issues:

STORY in JIRAPRJ1 project

TASK in JIRAPRJ2 project

TASK in JIRAPRJ3 project

Now, I want that if anyone adds/removes story points in Child issues in

JIRAPRJ1,JIRAPRJ2, or JIRAPRJ3

then, the corresponding value reflects on EPIC.

 

I see there is already an automation template available. It does work very well for the issues in the same project but doesn't update when the child issue sits somewhere else.

 

Any guidance on how this can be done.

 

Thanks in advance,

Rahul

2 answers

1 vote
Bill Sheboy
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December 18, 2024

Hi @Rahul Mittal 

By default, automation rules have single-project scope.  With this, they can create (or clone) issues into other projects, but cannot access them in any other way.

What this means for your scenario is it is likely the lookup issues action you use cannot access the issues.  That can be fixed by working with your Jira Site Admin to change the rule scope to multiple-project or possibly even global.

 

Next, what are your project types: company-managed or team-managed?

  • Company-managed projects use the Story Points field, with the smart value {{issue.Story points}
  • Team-managed projects use the Story Point Estimate field, with the smart value {{issue.Story point estimate}}

Please update your rule accordingly to account for these differences.

 

If those suggestions do not help, please post images of your complete rule, the audit log details showing the rule execution, and explain what you are observing.  Those will provide more context for the community to offer better suggestions.

 

Kind regards,
Bill

0 votes
Sebastian Krzewiński
Community Leader
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December 18, 2024

Hi @Rahul Mittal 

 

Please check https://www.atlassian.com/software/jira/automation-template-library/rules#/rule-list?systemLabelId=all&page=1&pageSize=20&sortKey=name&sortOrder=ASC 

There is a lot of similar examples that you can use and modify to achieve what you want :)

 

Regards,

Seba

Rahul Mittal
Contributor
December 18, 2024

Hey Sebastian,

I did use one of them but it is working at the single project level. I do see there is a note mentioned to visit "Rule details" to further add more projects in the scope and I do see that option to appear when I open the link you shared. However, it is not on my setup.

Anything I need to do additional to have this dropdown appear?5

 

Screenshot 2024-12-18 at 9.33.13 PM.png

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