Hierarchies and rolling up values

[Mark Colonnese]

Now that we have hierarchies, is it possible to roll up values assigned/calculated at the child level and have those values summed at the parent level? I know we have the sum in the group view, which I am manually transposing, which is OK, but easily broken if a child value is changed, the total is not updated on the parent.

[Christos Markoulatos · Accepted solution]

Hey @Mark Colonnese 

If I remember correctly JPD’s hierarchies don’t (currently) auto‑write a “roll‑up” of child values into fields on the parent idea. Group totals in views are just that view‑level calculations and custom formulas in JPD operate on fields within a single idea, not across related ideas.

That said I believe u can do it with Automation for Jira.

1. Trigger:
   • Field value changed on your numeric field (or Issue created/deleted if needed).
2. Lookup Issues:
   • Use JQL to find all children of the parent, e.g.:
   • issue in linkedIssues("{{issue.key}}","is child of")
3. Edit Parent Field:
   • Set the parent field to:
   • {{lookupIssues.<YourField>.sum}}

This sums all child values and writes the total to the parent whenever a child changes.

Also keep in mind that lookup Issues has a 100‑issue limit. If you expect more, add a scheduled recalculation rule or use a delta approach (update by difference).

Hope this helps!

[Mark Colonnese]

Hi Christos,

Thanks so much for taking the time to respond. I'm not sure this will work (I may be wrong and am happy to be so). In JPD we don't link work items as Child of. Rather we use the concept of Connections to create our hierarchy, as a result I don't think what you have kindly suggested will work.

Thanks for your help and corrections :)

[Tanguy Crusson]

Hi all, this is something we're going to look into in one of the next iterations of the feature - but it's not supported today.