Rollup story points to Epic level, if story points on a subtask of a child story is updated

Summary

Rollup story points to Epic level, if story points on a subtask of a child story is updated

Environment

Can be used in both cloud and server environment.

Solution

Basically, this rule will help you in summing up the story points from Sub-task(child) to Story(Parent) to Epic(Top level issue-hierarchy). In simple terms, whenever you update the story points in the sub-task, they get updated in their Story(Parent) and the Epic level too.

Note: In the rule details page, make sure you tick mark the checkbox for 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.

Steps to create the automation rule:

1. Create a rule trigger with Field value changed with Story points and click on save. 

   

2. Add IF: add a condition component, then choose IF, ELSE: add condition options. Under "Run actions if" select "All conditions match" and click on add conditions and select JQL condition with the JQL as issuetype = Sub-task and click on save.

   

3. Now add the component FOR EACH: Create a branch > Brach rule/related issues and under Type of related issues, select Parent. Click on Save. 

   

4. Add a component THEN: add an action > Edit issue > select Story points. Addsmart value {{issue.subtasks.Story Points.sum}}. Click on Save.

   

5. Now its time to add else condition by selecting Add else. Under "Run actions if" select "All conditions match" and click on add conditions and select JQL condition with the JQL as issuetype = story and click on save.

   

6. Now add the component FOR EACH: Create a branch > Brach rule/related issues and under Type of related issues, select Epic (parent). Click onSave.

   

7. Add a component THEN: add an action > Lookup issues and enter the JQL with "Epic Link" = "{{issue.key}}". Click on Save.

   

8. Add a component THEN: add an action > Edit issue > select Story points. Add smart value {{lookupIssues.Story Points.sum}}. Click onSave.