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How to automate the sum of story points for all issues under the epic? Edited

I would like to know if there is a way I can automate the sum of story points for each issue under the epic?

For example, if I have a task and a bug card each worth 2 story points each, can this be totaled on the epic (parent) level to read 4?

If not possible for all issues, can this be done for tasks only under the epic (not subtasks)? 

Hope this makes sense to more experiences users.

Many thanks

2 answers

1 accepted

@hassan_ahmed you can do this with Automation rules with the following rule, assuming you are using Jira Cloud:

Whenever the Story Points field changes, branch the rule for the related Epic and then sum all the Story Points for issues belonging to the Epic.

The following screenshot show how this would look:

Screenshot 2021-02-10 at 14.01.08.png

Thank you for the suggestion @Gareth Cantrell . This works great! 


Like Gareth Cantrell likes this


trying to create the same rule but couldn't get this lookup Issue component, is there any other alternative for this.

Can refer the following screenshot of my rule.sum up rule.png

@Mohini Chandwani Hi Mohini.

  • Remove the "If" issue so the "for epic (parent)" branches off the first step.
  • Then press "new actions" > "lookup issues" and type "Epic Link" = {{issue.key}} > save 
  • "new action" > "edit issue" and search story points
  • type in {{look up issue code}} and save

Even after removing the "If" condition didn't get the option of "lookup issues".

look up issue.png

Is this related to scope or access?

When you press new action you should see these options? 


@Mohini Chandwani I see you tagged your original question as Cloud, however your screenshot suggests you're using the Server version.

Unfortunately the Lookup issues action is not yet available on the Server version.

This can be achieved in the Server version using a Send web request to query the Jira Software REST API in place of the Lookup issues action.

In the following rule, I'm using a web request to the same Jira instance using the Webhook URL: {{baseUrl}}/rest/agile/1.0/epic/{{issue.key}}/issue?maxResults=100 where {{issue.key}} is referring to the Epic in the branch rule.

You also need to set the Authorization header using base64-encoded credentials of a user with access to the project.

Additionally, you need to select the Wait for response option.

Screenshot 2021-02-11 at 15.14.55.png

The final piece of the puzzle is to use the response from the web request to sum up the story points into the Epic.

In my instance, the custom field id of the Story Points field is customfield_10106.

Screenshot 2021-02-11 at 15.15.09.png


I have tried the same, but it throws the error - Response HTTP status : 500 and same Webhook URL run in the browser and getting the data.

And in header I have provided Authorization and encoded {username:password}, other steps are same but still the same error.



Thank you for your valuable suggestions.

@Mohini Chandwani The only thing I can suggest is to make sure the {{baseUrl}} is what you expect it to be (you can do this using the Log action component).

It can happen depending on how your instance and any proxies are configured, that you may need to use http://localhost:8080 instead of {{baseUrl}}.

Thank you @Gareth Cantrell for all your suggestions, the issue was in the baseURL but it is resolved.

Rule is working correct.



Like Gareth Cantrell likes this
0 votes
Jack Community Leader Feb 10, 2021

Maybe consider the Epic Sum Up addon. There is a lite (free version) - epic-sum-up-light 

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