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How to create a custom field that calculates numbers?

Hi there,

I am creating a request type that requires numbers to be entered into fields. 

I was wondering if there is a way to create a field that automatically sums numbers from another field. 

I tried looking into 'custom fields' but didn't get very far. I've attached a screenshot of what it would look like. 

Screen Shot 2021-05-20 at 10.42.33 am.png

3 answers

I would probably use a ScriptRunner for this job. There is many samples for similar calculations in the Internet.

0 votes
Prince Nyeche Community Leader May 19, 2021

Hi,

You can use automation to do this on the issue. Create the rule that will do the summation of both fields. Then update the 3rd field with the result.

Thanks for your reply! 

I am new to Jira so I might need some more info on this...

Do you mean creating a rule under editing workflow?

Prince Nyeche Community Leader May 19, 2021

No, I meant automation for Jira. You will need to learn about smart values.

0 votes
John Funk Community Leader May 20, 2021

Hi Grace,

You can use automation for Jira to update the issue and edit the variance field. The formula would look like this:

{{#=}}{{issue.customfield_16719}}-{{issue.customfield_17252}}{{/}}

where you would put the custom field ID for the Actual and Total Sales fields. 

Example:

screenshot.png

Thanks for the suggestion. 

Is there a way to make this happen without an additional app?

No, you need an app to do this, but the automation that John is describing is included in Cloud so you don't need to go find an app or enable anything.

Like John Funk likes this

Hi @John Funk 

Am I on the right track? Screen Shot 2021-05-24 at 12.51.00 pm.png

John Funk Community Leader May 24, 2021

So far so good - just make sure you get the right ID for each of your custom fields and that they are in the right order in your formula

Hi @John Funk 

 

How do I find the right ID for the custom fields? 

John Funk Community Leader Jun 16, 2021

If you go to any any custom field to edit it or view the context, the ID for the field will be included in the URL. 

screenshot1.png

I am not sure that the fields I'm using are custom...would I have to make them custom for this to work? I created them as fields within the issue...but don't know where to find them under configure custom fields? I've attached a photo of what my screen looks like when I was editing the issue type.

 

I really appreciate your help on this! I'm a bit lost. Screen Shot 2021-06-17 at 1.59.14 pm.png

John Funk Community Leader Jun 18, 2021

Ah, these are Team-managed custom fields. Therefore, you cannot get to them in the path I outlined as that is for Company-managed, shared custom fields. 

Your best bet is to just use the exact name of the custom field (including case) instead of the ID. So it would look like:

{{#=}}{{issue.Total}}-{{issue.Actual}}{{/}}

Hi again,

I should note that I'm working under Jira Service Management, I'm not sure if that changes anything.

This is what I have so far in terms of the automation, I've taken screen shots at each step. When I've enabled it, it still doesn't seem to calculate automatically in the variance field. 

Screen Shot 2021-06-24 at 2.01.55 pm.pngScreen Shot 2021-06-24 at 2.02.02 pm.png

Screen Shot 2021-06-24 at 2.02.07 pm.png

John Funk Community Leader Jun 24, 2021

That should work. How are you updating the Total field? Is it a manual entry on the screen? Or is it calculated in some other way? 

And can you share the results of the Audit log? 

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