How can I make RICE scores show up in a rolled-up roadmap?

[Christy Lutz]

Background:

• Our roadmaps have a functional field that calculates a RICE score.
• I can't make the RICE score field global because Reach is calculated based on Insights, and Insights are only local to individual roadmaps. If there's a way to make Insights feed into roll-up roadmaps, I'd love to hear it.

Goal: I'd like the RICE score (calculated on individual roadmaps) to appear on a roll-up roadmap.

What I'm trying: Made an automation that copies the output of the RICE score field (on individual roadmaps) into a global field that I can show on the roll-up roadmap.

Issue: The audit log for the automation I created says success, but the global field is empty.

[Bill Sheboy · Accepted solution]

Hi @Christy Lutz 

First thing, smart values are name, spacing, and case-sensitive.  The correct one for the trigger issue is:

{{triggerIssue}}

Next, what are types of your fields: text, select option, etc.?  Knowing that will help identify how to copy the value.

Also, would you please post an image of the audit log where the rule appears to succeed, expanding all the areas?

Kind regards,
Bill

[Christy Lutz]

Thank you, Bill, I updated the trigger issue error.

The RICE score field in individual roadmaps are function fields (multiplying Reach insights field * impact rating field * confidence slider field / effort rating field).

The RICE score field in the roll-up roadmap is a number field.

Here's the success log:

[Bill Sheboy]

Ah, thank you for that information, @Christy Lutz 

JPD Custom Formula fields cannot be updated directly with automation rules.  Indeed, they are calculated just-in-time for display only, and I do not believe they actually store a value anywhere.

The workaround to use them outside of the JPD display views is to re-create the formula using automation rule features.  However, this can sometimes be challenging when they depend upon JPD features such as weighted scores.

You may need to experiment a bit with a test rule, writing each of those input values to an audit log.  For example, assuming the names of some fields, here is a test rule:

• trigger: scheduled, with JQL to get one work item
  • key = INTROAD-77
• action: log 
  • Reach Insights = {{issue.Reach Insights}}
• action: log 
  • Impact Rating = {{issue.Impact Rating}}
• ...

You will need to confirm the smart values (or custom field id) for each of your calculation input fields. 

Then run that rule from the rule editor to check if the values are all available.  If they are, you should be able to re-create the value with a math expression.

[Christy Lutz]

Thank you, Bill, it's good information for me to know JPD custom formula field output is not stored, so it would take logging values and math expressions to potentially copy that info over. Appreciate your help!