Summary

This article describes how to create Automation Rules using the add-on Automation For Jira (for Jira Server/Data Center) meant to:

• calculate the sum of the Story Points field from all the sub-tasks of a parent issue (Story type issue, Task type issue, Bug type issue, etc...)
• copy that value to the Story Points field of the parent issue

Environment

Jira Server/Data Center 8.0.0 and above, along with Automation for Jira 7.4.0 and above.

Solution

Note that this implementation requires the configuration of 2 rules:

• 1st rule
  • The purpose of this rule is to update the Story Points of the Parent issue as soon as the Story Points of one of its sub-task get updated, by executing the operation "Parent Issue Story points" = "Sum of Story points from all its child issues"
• 2nd rule
  • The purpose of this rule is to handle the situation where a sub-task might be moved from one parent to another parent. In such case, the Story Points of the sub-task will be subtracted from the original parent, and added to the new parent

Configuration of the 1st rule

The rule will need to be configured as follows:

• Add the Field value changed trigger with the following settings
  • Field to monitor: Story Points
• Add an Issue fields condition with the following settings:
  • Field: Issue type
  • Condition: Equal
  • Value: Sub-task
• Add the following Branch rule
  • Type of related issues: Parent
• Inside the Branch Rule, add the action below:
  • Edit Issue

    • In the Choose field to set menu, select Story Points, and paste the expression below:

      {{issue.subtasks.Story Points.sum}}

Screenshot of the 1st rule:

Configuration of the 2nd rule

• Add the Issue Updated trigger
• Add an Issue fields condition with the following settings:
  • Field: Issue type
  • Condition: Equals
  • Value: Sub-task
• Add an Advanced compare condition with the following settings:

  • First value:

    {{changelog.Parent Issue.FromString}}

  • Condition: "Does not equal"

  • Second value:

    {{changelog.Parent Issue.toString}}

• Add the following Branch rule
  • Type of related issues: JQL

  • JQL: copy the query below:

    key = "{{changelog.Parent Issue.FromString}}"

• Inside this Branch, add the Edit Issue action:
  • Choose fields to set... :
    • Select the Story Points field

    • Copy the expression below:

      {{#=}}{{issue.Story Points}} - {{triggerIssue.Story Points}}{{/}}

• Add the following Branch rule
  • Type of related issues: JQL

  • JQL: copy the query below:

    key = "{{changelog.Parent Issue.ToString}}"

• Inside this Branch, add the Edit Issue action:
  • Choose fields to set... :
    • Select the Story Points field

    • Copy the expression below:

      {{#=}}{{issue.Story Points}} + {{triggerIssue.Story Points}}{{/}}

Screenshot of the 2nd rule: