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Overview

This example illustrates a possibility to use the sumUp Custom Fields in Jira instances for keeping track of an epic's progress.


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To use this example Jira Software and admin rights are needed.


The Custom Fields will give an overview over the epic's stories:

  • Total number of stories
  • Total number of story points
  • Total Time Tracking
  • Total Status Categories
  • Total Progress

The following steps show how to setup the Custom fields and how to display them in the right way in an epic.

UI Steps

Creating the Custom Fields

UI Steps


UI Step

Total Stories

The "Total Stories" field's job is to count the number of stories belonging to the epic.



NameTotal Stories 
Field typesumUp Calculated Field
JQL
issuetype = Story AND "Epic Link" = currentIssueKey
sumUp RuleNumber of issues


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 If you are uncertain about creating a sumUp Text Custom Field, please refer to this page.



UI Step

Total Story Points

The next custom field that will be created is "Total Story Points".

This Custom Field has the same job as the field "Total Stories" but counting the story points in the stories instead.



NameTotal Story Points
Field type

sumUp Calculated Field

JQL
issuetype = Story AND "Epic Link" = currentIssueKey
sumUp RuleTotal Story Points


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If there is no field called "Story Points" which gets displayed in your issuetype "Story", click here to see how this can be managed.

For this Custom Field a specific sumUp rule for summing up the story points of the related stories is needed.



UI Step

Time Tracking

The sumUp Time Tracking Progress Custom Field provides a general overview over the time tracking status in the stories.

  • Time that was estimated
  • Time that was logged
  • Time that is still remaining,


NameTime Tracking
Field typesumUp Calculated Progress Field
StyleTime Tracking
JQL
issuetype = Story AND "Epic Link" = currentIssueKey
sumUp RuleNo required for this type of Progress field



UI Step

Status Categories

The field "Status Categories" helps to keep track of issues by displaying how many issues are open, in progress or done.


NameStatus Categories
Field typesumUp Calculated Progress Field
StyleStatus Categories
JQL
issuetype = Story AND "Epic Link" = currentIssueKey
sumUp RuleNumber of issues



UI Step

Total Progress

The last field is "Total progress". It is also a Progress Custom Field.


NameTotal Progress
Field typesumUp Calculated Progress Field
StyleProgress
JQL
issuetype = Story AND "Epic Link" = currentIssueKey
sumUp RuleNumber of issues



Creating own tab with the Custom Fields

UI Steps


UI Step

Once all needed custom fields are created, they can be located in a separate tab in the issuetype "epic".


UI Step

Head over to Administration → Issues



UI Step

Click on "Screens" in the left-hand tab in settings.



UI Step

Now choose the screen where the new tab should be created and click on "Configure".



UI Step

By clicking on the  button a new tab will be created and can be named (in this example it's called "Progress").



UI Step

Finally Custom fields can be added by typing in their name and clicking .




Adding "Story Points" to issuetype "Story" 
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storyPoints
storyPoints

"Story Points" is a field that comes with the application Jira Software.

Once installed, the custom field is set up and ready to go. No extra custom field has to be created.

If "Story Points" does not get displayed in the specific issue type, the easiest way is to go to the specific issue and select "Admin" and then "Add field".


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If you still have questions about Story Points, please refer to the additional information.


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