Summary

This page explains how we can create an automation rule to capture Epic completion percentage and save this value in a custom field. This can be used to show it on a dashboard gadget for all the epics in a project.

Solution:

• Create a custom field of type Text Field (single line) and lets say it as Epic Completion and add it to relevant screens used by Epic Issuetype.
• Create an automation rule and add Issue transitioned trigger. Select Done status in "To Status" dropdown.
  Note: We can use any other status which is considered as Closed on your project.
  

• Add a JQL Condition and use below query to execute this rule only for issues in hierarchyLevel = 0 (Story, Task, Bug etc).
  

  hierarchyLevel = 0 AND Parent is not Empty

• Add a Lookup Issue action with below query to get issue under an epic.
  

  Parent = {{issue.epic.key}}

• Create a variable to save total counts of Issues under an epic.

  Variable Name: varTotalCountSmart 
  Smart Value: {{lookupIssues.size|0}}

• Add another Lookup Issue action with below query to get Done issues  under an epic.
  

  Parent = {{issue.epic.key}} AND status = Done

  
  

• Create another variable to save total count of completed issue under the Epic.
  

  Variable Name: varDoneCount
  Smart Value: {{lookupIssues.size|0}}

  
  

• Add a Branch rule/related issues and select Parent. Under this branch create a variable to calculate and save epic completion percentage.
  

  Variable Name: varEpicCompletion
  Smart Value: {{#=}}{{varDoneCount.asNumber}}/{{varTotalCountSmart.asNumber}}* 100 {{/}}

• Add an Edit Issue action and select the custom field created in first step. Use below smart value to update the custom field value. 
  

  {{varEpicCompletion.left(5)}}

   

• Create JQL filter to get all epics from the project.
  

  Project = ABC and Issuetype = Epic

  
  

• Add a Filter Results gadget on a dashboard and select the create filter. Select the Epic Completion field to view it in the filter result gadget.