Jira Form with logic calculation

[Deepak Rai]

Hi Atlassian Community,

I am looking to create an calculation form in Jira that allows collecting data from some source like excel or from Jira account and Perform basic calculations based on the input.

Key constraints:

• I prefer not to use any third-party add-ons or plugins.
• I want this solution to work seamlessly within Jira (Cloud or Data Center).

Here are some approaches I’ve considered:

• Using Jira automation rules to calculate and populate custom fields.
• Utilizing Jira's native dashboard and gadgets for visual representation.

Any suggestion or idea how to achive this effectively. Thanks in advance.

[Walter Buggenhout]

Hi @Deepak Rai,

While the description of your use case is slightly vague, automation in Jira is perfectly capable of doing simple (as well as more complex) calculations on data once you have them in Jira.

This support article on smart values for calculations is a good reference on how to perform these calculations. And I can share another, short page with a couple of calculation examples that can help you see some of these smart values practically applied.

Hope this helps!

[Deepak Rai]

Thank you @Walter Buggenhout and @Tomislav Tobijas _Koios_ for quick response. I will try adding some of these calculation logic and smart values.

[Tomislav Tobijas _Koios_]

Hi @Deepak Rai ,

I can just agree with the following:

Here are some approaches I’ve considered:

- Using Jira automation rules to calculate and populate custom fields.
- Utilizing Jira's native dashboard and gadgets for visual representation.

and say that I'm doing something similar on my personal site for calculating transactions/expense & income and representing those on dashboard(s).

Due to plan limitation, I'm using scheduled trigger but if I had unlimited executions upon each transaction entry/change, I would probably make automation run and calculate difference immediately.

In this example, I'm using specific issue types as 'placeholders' where calculations are stored, but I guess you can find some other ways as well.

Cheers,
Tobi