Sum up Checklist Progress under Epics

[Janakiraman S]

Hi Team,

I use JIRA in DC environment with Smart Checklists and Automation for JIRA. I have defined checklist items on the Task level. I am looking to sum up the checklist progress and display them on the Epic level.  I explored this with few math expressions of Automation but in vain. Would it be possible to accomplish such a request with Automation for JIRA? 

Thank you for your suggestions,

Kind Regards,

Janaki.

[Julia Romanenkova_TitanApps_ · Accepted solution]

Hi @Janakiraman S ! This is an interesting case to sum up the checklist progress and display it on the epic level. Let us check what are the options to implement it and we'll get back.

[Julia Romanenkova_TitanApps_]

@Janakiraman S 

Here is the smart value that can be used for summarizing smart checklist progress(click to download):

 

where customfield_10048 is the 'Smart checklist progress' custom field.

Let me know if this helps!

[Janakiraman S]

Hi @Julia Romanenkova_TitanApps_ ,

I tried the smart value you provided in the below automation rule. When I update the Checklist item on the Task, the progress on Epic is not getting updated. Have I overlooked anything here? 

Thank you for your support,

Best Regards,

Janaki.

[Janakiraman S]

@Julia Romanenkova_TitanApps_ , not sure if the {{webResponse.body.issues}} smart value works in JIRA DC instances. I find it empty when I log it on the Rule. 

[Julia Romanenkova_TitanApps_]

@Janakiraman S  To get access to the 'webResponses' variable you need to send web request first: https://community.atlassian.com/t5/Jira-articles/Automation-for-Jira-Send-web-request-using-Jira-REST-API/ba-p/1443828 


In this case, you need to send request for issues in Epic:
https://docs.atlassian.com/jira-software/REST/7.3.1/#agile/1.0/epic-getIssuesForEpic 

Could you please try this? Thanks

[Bill Sheboy]

Hi @Janakiraman S 

I recall automation rules are supported for that vendor's checklist product by accessing their custom fields.

What have you tried thus far that is not working?  Perhaps if you post images of your rule and the audit log details showing the execution, and describe the symptoms, the community can offer suggestions.  Thanks!

Kind regards,
Bill

[Janakiraman S]

Hi @Bill Sheboy 

The automation rules supported by the app are for creating checklist items during various events. The checklist progress has to be summed up using the math expressions offered by Automation for JIRA. Unfortunately, here I am stuck.

Kind Regards,

Janaki.

[Bill Sheboy]

I suggest creating a rule to try this and experiment toward what you need, writing information to the audit log for your analysis and checking.  This is your use case, and others may not come up with the exact steps to match your need.

For you next steps, please identify some example issues which have checklist items you wish to summarize in the parent.  Then use this how-to article to identify the smart values and content the checklist is using to maintain the data: https://support.atlassian.com/cloud-automation/docs/find-the-smart-value-for-a-field/

Once you have that information, you may use a rule with text functions, such as with match(), to gather the progress information and then summarize it to the parent issue with math functions.