Story points update on daily bases

[Piskorz Magdalena (BD/BTM-IC1)]

We noticed that there are missing updates on the calculated story points. 

When I made a change on child issue level then our automation rule gets fired again and ends up in correct digits! 

If we could make it happen to perform an update on child issue level let’s say by a job on daily basis during night then we end up in correct digits!

[Bill Sheboy · Accepted solution]

Hi @Piskorz Magdalena (BD/BTM-IC1) 

For a question like this, please post an image of your complete automation rule, images of any relevant actions / conditions / branches, an image of the audit log details showing the rule execution, and explain what is not working as expected.  Those will provide context for the community to offer ideas.  Thanks!

Until we see those...

Please consider all possible scenarios under which a child issue could have story points set / changed, and if your rule(s) account for them.  For example:

• issue created and added to an epic
• issue updated and story points changed
• issue updated and parent epic changed
• issue deleted
• issue moved to another project
• someone manually alters the sum of the values in the Epic, replacing the automatically calculated value
• any of the above, performed by an automation rule rather than manually by a person / Jira user

Kind regards,
Bill

[Piskorz Magdalena (BD/BTM-IC1)]

Hi @Bill Sheboy 

we have two issues related to story points calculation:

1. some updates on EPICs on child issue level are not getting recognized. Summarizing, story points calkucaltion is not working as we expected. When I go to the epic and update story point manualy (on child level), total story point on epic get good digits. That is the reason why I want to set up daily updates - to make sure that all story point have beed recalculated.

2. when I delete child issue, total story points on Epic remains the same.

This is my automation rule:

[Bill Sheboy]

Thanks for that additional information.

Are you using a Company-managed or Team-managed project?  You may find this information at the lower-left side of the screen expanding area.  This is relevant as Company-managed projects use the "Story points" field for rules and Team-managed use the "Story point estimate" field.

Next, you noted that "some updates on EPICs on child issue level are not getting recognized."  Under what conditions / changes are the values not updated by the rule.

Finally, you noted "when I delete child issue, total story points on Epic remains the same."  The rule you show is triggered on a change to the story points field, and not to other changes, such as adding (or removing) ad child issue from the Epic.  This is why I noted those other cases earlier: either separate rules are needed (with different triggers) or a single scheduled rule is needed to update any epics in the project.  One challenge with the second approach is the data will only be accurate once per day, and perhaps only for a few minutes (until the next issue change).

[Piskorz Magdalena (BD/BTM-IC1)]

@Bill Sheboy , I'm using Company-managed project.

I'm not able to recognize why some of the Epic are not calculated properly. Here you can find a part of our report where we see that one of the Epic has Error.  If I go to this epic and change story points on child issue level I will trigger calculation and see all points correctly....

Can you please show me how to set up the single scheduled rule is needed to update any epics in the project? For me is fine to have one update per day.

Many thanks!

[Bill Sheboy]

You have most of what you need in your current rule, so perhaps disable that one and copy it as a start.

Next, you need to decide which epics you want to update: all of them in the project, only ones not "done", etc.  For that, write a JQL statement which returns those epics.

Now the rule changes...

• trigger: scheduled, with your JQL for your Epics to update (from above)
• action: lookup issues, to find the children for the epic, using your same JQL from the existing rule
• action: edit the issue, to set the field value

You may adjust the rule schedule for the frequency of updates, such as once per day as you describe.

[Piskorz Magdalena (BD/BTM-IC1)]

@Bill Sheboy ,

your advices were great and helped me with my issue. Many thanks!

[Danny]

Hey @Piskorz Magdalena (BD/BTM-IC1) ,

To clarify, you have an automation rule that sums up story points in parent issues when any child issue story points are updated and you would prefer this is done on a daily basis instead of when a child issue is updated. Is that correct? 

Thanks,

Danny

[Piskorz Magdalena (BD/BTM-IC1)]

Hi @Danny I would prefer an automation rule that sums up story points in parent issues when any child issue story points are updated, but it does not work for me correctly. some updates on EPICs on child issue level are not getting recognized. Summarizing, story points calkucaltion is not working as we expected. When I go to the epic and update story point manualy (on child level), total story point on epic get good digits. That is the reason why I want to set up daily updates - to make sure that all story point have beed recalculated.