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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.
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.
Creating the Custom Fields
Total Stories
The "Total Stories" field's job is to count the number of stories belonging to the epic.
| Name | Total Stories |
|---|---|
| Field type | sumUp Calculated Field |
| JQL | issuetype = Story AND "Epic Link" = currentIssueKey |
| sumUp Rule | Number of issues |
If you are uncertain about creating a sumUp Text Custom Field, please refer to this page.
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.
| Name | Total Story Points |
|---|---|
| Field type | sumUp Calculated Field |
| JQL | issuetype = Story AND "Epic Link" = currentIssueKey |
| sumUp Rule | Total Story Points |
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.
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,
| Name | Time Tracking |
|---|---|
| Field type | sumUp Calculated Progress Field |
| Style | Time Tracking |
| JQL | issuetype = Story AND "Epic Link" = currentIssueKey |
| sumUp Rule | No required for this type of Progress field |
Status Categories
The field "Status Categories" helps to keep track of issues by displaying how many issues are open, in progress or done.
| Name | Status Categories |
|---|---|
| Field type | sumUp Calculated Progress Field |
| Style | Status Categories |
| JQL | issuetype = Story AND "Epic Link" = currentIssueKey |
| sumUp Rule | Number of issues |
Total Progress
The last field is "Total progress". It is also a Progress Custom Field.
| Name | Total Progress |
|---|---|
| Field type | sumUp Calculated Progress Field |
| Style | Progress |
| JQL | issuetype = Story AND "Epic Link" = currentIssueKey |
| sumUp Rule | Number of issues |
Creating own tab with the Custom Fields
Once all needed custom fields are created, they can be located in a separate tab in the issuetype "epic".
Head over to Administration → Issues
Click on "Screens" in the left-hand tab in settings.
Now choose the screen where the new tab should be created and click on "Configure".
By clicking on the 
button a new tab will be created and can be named (in this example it's called "Progress").
Finally Custom fields can be added by typing in their name and clicking 
.
Adding "Story Points" to issuetype "Story"
"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".
If you still have questions about Story Points, please refer to the additional information.
