Sum automation rule does not work

[Jakobus Johannes de Swardt]

Hello there

We're using a team managed project and are attempting to sum the story points of the "Story point estimate" field into a new numerical field "Story point sum". We've setup our automation as specified in this post.

The formula seems to run through all the steps up until it has to SUM the "Story point estimate" fields. 

Background on our project - issue structure: 

• We've renamed our Epic to "Milestone" 
• We have 2 task types renamed to "CS task" and "Marketing task"
• No story or Bug types
• We still have Sub-tasks

Snapshot of the project:

Rule setup in Jira: 

{{lookupissues.Story point estimate.sum}} 

Audit of the rule running: 

• It sees the value was changed correctly
• It looks up all the issues in the parent correctly
• It identifies that the parent should be edited correctly
• It doesn't seem to SUM the fields and the "Story points sum" field stays blank. 

If someone could assist it would be greatly appreciated! 

Cheers

[Bill Sheboy · Accepted solution]

Hi @Jakobus Johannes de Swardt 

I note in your edit action that you have capitalized the smart value incorrectly, and those are case-sensitive.  Please try instead:

{{lookupIssues.Story point estimate.sum|0}}

I also added a null check so you always get a number if there are not values yet.

Kind regards,
Bill

[Jakobus Johannes de Swardt]

You are a genius @Bill Sheboy  - that did the trick! All working as intended now. 

Thank you

[Björn Brynjar Jónsson]

Hi  @Jakobus Johannes de Swardt 

You might want to try out Jira Roadmaps (or Advanced Roadmaps) - which allows you to roll up values (including story points) from issues - to epics and initiatives (issue types you define at higher level than epics).  

Check out these links:

- https://www.atlassian.com/software/jira/guides/roadmaps/basic-roadmaps

- https://support.atlassian.com/jira-software-cloud/docs/roll-up-values-in-advanced-roadmaps/

As you are using Jira Cloud and Story point estimation - you might be interested in Smart Guess for Planning Poker. Because it helps you skip 20+ steps from your story point estimation compared to other planning poker tools. 

Note that I am one of the folks behind Smart Guess - just so that you know. 

Cheers

Björn Brynjar

[Alex Koxaras _Relational_]

Hi @Jakobus Johannes de Swardt 

Are you populating the story points, or story points estimate in every issue? You are calculating the sum of "story points estimates", and not "story points".

[Jakobus Johannes de Swardt]

Hello @Alex Koxaras _Relational_ Alex - some fields in "Story point estimate" are still blank but I've set a default value so all new ones will have a value at least. I've tried changing a value of a Task in an Epic where all the issues have a value for Story point estimate but it still didn't calculate the sum. 

Correct, I'm trying to calculate the sum of "Story points estimates"