Update Initiative (Story Points) when Epic (Story Points) are updated.
Asked by Antony Smith:

Hi.  
I have tried a few tutorials and posts here, but unfortunately I cannot make it work.  

I already have automation working to update Epic's 'Story Points' when a Story ('Story Done' only)  
I want to to the same for Epic's and Initiatives. These are linked in our Jira project with a label of "Child issues".  

Now I think about it, my first automation is flawed. I should only sum the Story Points when the Story status transitions to 'Story Done" not when the points change after it is done. Ooops.  

EDIT: also I have another flaw, it needs to only sum up the story points of stories that are done. Now if a story is moved to done it will sum all the points regardless of the story status.  


Answers:
author: Bill Sheboy
body: Hi [@Antony Smith](/t5/user/viewprofilepage/user-id/4126828)

For a question like this, please post an image of your complete automation rules, images of any relevant actions / conditions / branches, an image of the audit log details showing the rule execution, and explain what is not working as expected. Those will provide context for the community to offer ideas. Thanks!

Until we see those...

Please clarify your scenario, as you describe conditionally summing the story points up to parents. Is this some form of progress indication? And if so, how does that happen without also summing the totals?

Kind regards,  
Bill

comments: author: Antony Smith
body: Hi. Yes, I want to to sum all story points on Epics and change the value on the linked Initiative.  
Similar to the tutorials I found for summing story points and adding the value to the linked Epic.  

Ignore my additional comments about the flaws, I have resolved these. They were related to 'Story' to 'Epic'. My required automation logic was not good enough.  

Having tried and failed with a few different online suggestions I don't think posting those failed attempts will help me, more confuse me further.  

- we have a data center version of Jira  
- Our project is structured 'Story' \> 'Epic' \> 'Imitative'  
- within an Initiative the Epics are linked under this title:   
\<h4 class="toggle-title" id="jpo-child-issues-web-panel-label"\>Child issues\</h4\>  
-   


author: Bill Sheboy
body: For this type of summation, I recommend 2 rules:

1. triggered on story changes, update the parent epic
2. triggered on epic changes, update the parent initiative

To make this work, the actions of the first rule will update an epic, and we want that to then trigger the second rule. By default, rules triggering other rules is disabled to prevent problems / looping errors. For the second rule, enable the "Allow Rule Trigger" option in the rule details at the top of the rule editor.

One benefit of this approach is the rules will essentially be the same, with the only differences being the issue types checked.


author: Bill Sheboy
body: Hi [@Antony Smith](/t5/user/viewprofilepage/user-id/4126828)

Just checking if this answered your question. If so, please mark this one as "answered" to help others find solutions faster. If not, provide any additional information to help the community offer suggestions.

Thanks!


Tags: epic

epic-link

initiative

jira-data-center

story-points