sum up Story Points only of Stories and Tasks which are non-closed and with the same Parent Epic

[c_ermeier]

Hello,

is it possible to create an Automation Rule, that sum up Story Points only of Stories and Tasks which are non-closed and with the same Parent Epic?

Best regards

Cornelia

[Bill Sheboy]

Hi @c_ermeier 

Yes, that is possible with an automation rule.

When do you want this to happen and where do you want to place the sum?

The "when" will determine which rule trigger to use, and the "where" will determine your specific rule actions, such as updating a field in the parent epic, sending an email, etc.

I recommend trying to create the rule and if you run into challenges, post images of your rule and the audit log, and describe what is not working as you expected.  Those will provide context for the community to help.

To get you started on creating your rule, please refer to these documentation and example sources:

• https://www.atlassian.com/software/jira/guides/automation/overview#what-is-automation
• https://www.atlassian.com/software/jira/automation-template-library#/rule-list?systemLabelId=all&page=1&pageSize=20&sortKey=name&sortOrder=ASC
• https://support.atlassian.com/cloud-automation/docs/jira-smart-values-issues/
• https://support.atlassian.com/jira-software-cloud/docs/use-advanced-search-with-jira-query-language-jql/

Kind regards,
Bill

[Hannes Obweger - JXL for Jira]

Hi @c_ermeier

I understand that you're looking for an Automation-based solution, but just to put it out there: If you are open to solutions from the Atlassian Marketplace, there are several options available that offer dedicated sum-up capabilities. This may make things a bit easier to set up, and will also not affect your rule execution budget in Jira Automation.

As an example, my team and I work on an app in which your use case might be easy to do, JXL for Jira.

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. this in just a couple of clicks:

As you can see, this view is fully interactive, meaning that you can work on your issues directly in JXL (but also trigger various operations in Jira, or export your data to CSV or Excel in just a click). Any sum-ups update live as you make changes to your issues.

As mentioned above, there are a number of apps available on the Atlassian Marketplace that can help with this. You may already know that you can trial any app for free for 1 month, and depending on the app and the site of your Jira site, it may be free forever - so if an app is an option for you, perhaps try out a few and see which one works best for you.

Best,

Hannes

[Kristian Walker _Adaptavist_]

Hi Corniella,

I can confirm that this requirement can be achieved using scripted Fields inside of ScriptRunner for Jira Cloud.

We have an example of a scripted field which sums up the story points below an epic issue here that would achieve this requirement.

All you would need to do is to adjust the JQL in line 21 to also search for Task issues and to only return issues not in the done status.

I hope this helps.

Regards,

Kristian