How to create an Automation rule to add story points to EPIC

Platform Notice: Cloud Only - This article only applies to Atlassian products on the cloud platform.


Need to add the story points of the story issue types to EPIC through an automation rule.


1. Select rule > Field value changed

  • Select the field > story points.

  • Select > Any changes to the field value and for all Issue operations

2. Add an issue fields condition

  • Issuetype = Story

3. Add Look up issues

  • Under JQL > Project = example AND "Epic Link"= {{issue.epic.key}}

4. Under New action > Create variable

  • Create a smart value variable name like Sum and then enter the smart value as {{lookupIssues.Story Points.sum}}

5. Create a branch rule > Branch rule / related issues

  • Under Type of related issues, select Epic(parent)

6. Select Action rule > Edit issue fields

  • Select Story points and enter the smart value{{Sum}}

Please see the snapshots below for reference:

Automation rule to calculate sum of story points of child and show on epic
Automation rule to calculate sum of story points from child on EPIC

Updated on May 31, 2024

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