Automation Rule | Sum Up Story points to parent issue

Summary

Scenario: Consider the below requirement:

• Epic A

  • Story 1

  • Story 2

    • Subtask x

    • Subtask c

    • Subtask z

The requirement is to update the story point of a parent (summing up):

• Upon modification of the 'Story Points' field in any given subtask, there should be a corresponding update in its associated parent story. This update should reflect the cumulative sum of the 'Story Points' from all its subtasks.

• Similarly, if there is an update in the 'Story Points' field of any story, it necessitates an update in the connected 'Epic Link'. This update should represent the aggregated 'Story Points' from all the stories within that specific 'Epic Link'.

Solution

Steps followed for the automation rule:

• Trigger:

  • When: Value change for Story Points

• Conditions:

  • If the Issue Type is one of the: Story or Sub-task

• Actions:

  • If: Issue Type equals Sub-Task

    • Branch rule/related issues: For Parent

    • Then:

      1. Action: Lookup

         • JQL : Parent = {{issue.key}}

      2. Action: Edit Issue fields

         • Story Points = {{lookupIssues.Story Points.sum}}

  • Else: (Action for Story)

    • Branch rule/related issues: For Epic (parent)

    • Then:

      1. Action: Lookup

         • JQL: "Epic Link" = {{issue.key}}

      2. Action: Edit Issue fields

         • Story Points = {{lookupIssues.Story Points.sum}}

Configuration Enable:

• Allow rule trigger, Check to allow other rule actions to trigger this rule. Only enable this if you need this rule to execute in response to another rule.

Here is the Automation Rule Json to import:

• StoryPointsUpdateRule.json

Understand that you can use one of the next functions:

• Sum: Sum all story points of the issues related.

• Max: get the max value of the issues related.

• Average: get the average value of the issues related

For Reference, review the following documentation: List functions for smart values A4J