Display Epic completion percentage on Jira Dashboard

Summary

This page explains how we can create an automation rule to capture Epic completion percentage and save this value in a custom field. This can be used to show it on a dashboard gadget for all the epics in a project.

Solution

Solution:

• Create a custom field of type Text Field (single line) and lets say it asEpic Completion and add it to relevant screens used by Epic Issuetype.

• Create an automation rule and add Issue transitioned trigger. Select Done status in "To Status" dropdown.

  Note: We can use any other status which is considered as Closed on your project.

• Add a JQL Condition and use below query to execute this rule only for issues in hierarchyLevel = 0 (Story, Task, Bug etc).

  1 hierarchyLevel = 0 AND Parent is not Empty

• Add a Lookup Issue action with below query to get issue under an epic.

  1 Parent = {{issue.epic.key}}

• Create a variable to save total counts of Issues under an epic.

  1 2 Variable Name: varTotalCountSmart Smart Value: {{lookupIssues.size|0}}

• Add another Lookup Issue action with below query to get Done issues  under an epic.

  1 Parent = {{issue.epic.key}} AND status = Done

• Create another variable to save total count of completed issue under the Epic.

  1 2 Variable Name: varDoneCount Smart Value: {{lookupIssues.size|0}}

• Add a Branch rule/related issues and select Parent. Under this branch create a variable to calculate and save epic completion percentage.

  1 2 Variable Name: varEpicCompletion Smart Value: {{#=}}{{varDoneCount.asNumber}}/{{varTotalCountSmart.asNumber}}* 100 {{/}}

• Add an Edit Issue action and select the custom field created in first step. Use below smart value to update the custom field value. 

  1 {{varEpicCompletion.left(5)}}

• Create JQL filter to get all epics from the project.

  1 Project = ABC and Issuetype = Epic

• Add a Filter Results gadget on a dashboard and select the create filter. Select the Epic Completion field to view it in the filter result gadget.