SUM Story Points subtasks, tasks and epics

Carmen Blázquez Jiménez April 10, 2024

I want to create a filter using JQL (Jira Query Language) functionality to automatically sum the Story Points of subtasks into tasks and then sum the tasks into Epics. Or some automation.

2 answers

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Sebastian Krzewiński
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April 10, 2024

Hi @Carmen Blázquez Jiménez 

 

Please check this rule from automations playground - https://www.atlassian.com/software/jira/automation-template-library/rules#/rule/9919294

 

Regards,

Seba

Carmen Blázquez Jiménez April 10, 2024

Hello Seba,

Thank you so much! I am following with the steps the link but when I selected the last box and there is an error:

Error.PNG

What should I put in the last box, SP?

Bill Sheboy
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April 10, 2024

Hi @Carmen Blázquez Jiménez 

Adding to Sebastian's answer...

Rather than using the template from the automation library, please use the template directly from your project:

  • navigate to the rules list for your project
  • select templates
  • select the rule highlighted in this image

Screenshot 2024-04-10 084233.png

The benefit of using the template from your project is it will correctly detect which story points field to use for a company-managed versus team-managed project.

Kind regards,
Bill

Carmen Blázquez Jiménez April 11, 2024

Thank you so much!!!

Like Bill Sheboy likes this
0 votes
Hannes Obweger - JXL for Jira
Marketplace Partner
Marketplace Partners provide apps and integrations available on the Atlassian Marketplace that extend the power of Atlassian products.
April 10, 2024

Hi @Carmen Blázquez Jiménez,

I trust that you'll be able to do this in Jira Automation! Just as food for thought: As an alternative, you could also consider Advanced Roadmaps, which should be included in your Premium plan, which will show your issues in their hierarchy and calculate live sum-ups of selected field values, including story points.

If Advanced Roadmaps isn't the right tool, there's also a number of apps available in the Atlassian Marketplace that can help with this. As an example, this would be easy to do using the app that my team and I are working on, JXL for Jira:

story-point-sum-up.gif

For context, JXL is a full-fledged spreadsheet/table view for your issues that allows viewing, inline-editing, sorting, and filtering by all your issue fields, much like you’d do in e.g. Excel or Google Sheets. It also comes with a number of advanced features, including support for (configurable) issue hierarchies, issue grouping by any issue field(s), sum-ups, or conditional formatting

With these, you can build a view like e.g. the one above in just a couple of clicks.

Any questions just let me know,

Best,

Hannes

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