Roll up to earliest active story

[Dave Tabron]

I have a field in JPD that rolls up the earliest date from a custom date field in Epics from Jira. Is there a way to have the date show the earliest date from Epics that are not in a Done Status?

[Bill Sheboy · Accepted solution]

Hi @Dave Tabron 

Yes, that is possible using an automation rule.  Here are some tips to get you started:

First, I recommend writing a JQL expression to find the Epics linked to an example Idea, excluding the Done status ones, and using ORDER BY to sort by that custom date field.

Next, decide when you want this information "rolled up" into the Idea, as several changes could happen that lead to a change in the value:

1. when an Epic is linked to the Idea, update the Idea
2. when an Epic is unlinked from an Idea, update the previous Idea (to account for the remaining Epics)
3. when an Epic is deleted...(special case of #2)
4. when the date field changes in an Epic, update the Idea
5. when someone manually tampers with the field in the Idea, recalculate it from the linked Epics
6. just in case there is an Atlassian automation outage, create a scheduled trigger rule which iterates over the Ideas to update them for their linked Epics; this rule could be left disabled until needed

Thus, that would be at least four different rules...or you just update once-per-day (or hour) using the #6 rule.

The basic outline of the rules could be, such as for #1:

• trigger: issue linked
• condition: check the issue type is Idea
• action: lookup issues with JQL to find the linked Epics
• action: edit work item, setting the date field using JSON 

That last part is key, as JPD uses its own format for date fields, so let me know if you need help with that.

Kind regards,
Bill