Notice that for having the ability to create an automation, it is necessary to store a metric in a custom field. If you need help by doing this process read this article. Storing metrics in a custom field.
If you like a label style of metrics in Foxly and you want to keep using them, you can map which story point values correspond custom field values corresponding to which label.
For example, let’s say that your team is using:
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LABEL
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MAPPED STORY POINT VALUE
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XS
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<2
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S
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>=2 & < 5
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M
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>=5 & < 13
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L
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>=13 & < 21
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XL
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>=21
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The automation for this will then look like this:
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A trigger is Field value changed, and the field that triggers the change is Story points;
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Let's imagine that we need to map a Jira custom field called "shirt" (the type of this field is short text).
1- First is necessary to access the Priorities tab, located on the hand-left of the project menu. Then, click on the customize button.
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2- It will load the settings of the prioritization template. In the example below, we’re using the Quick Wins template.
Click on the label (Effort) metric, and select the option store values in custom field. Then, click on the button Save Changes.
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4- Navigate to the project settings, then click on Automation.
5- In the automation settings, click on create a rule, then the trigger is theField value changed, search and select the custom field Shirt, then click on Save.
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6- Click on the Add component, and select the new branch. Then, select Branch rule.
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By using the Branch rule it's possible to update the Foxly label metric with the right value, only when it matches the right condition |
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7- The next step is to add a condition, to assign the XS label to the Effort Label metric in Foxly, use the JQL condition; "Story points" >= "2" AND "Story points" < "5"
4. Then
"shirt[Short text]" ~ "XS"
8- Then, set an action to update the Effort label field in Foxly.
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Please note, As the metric in Foxly is a custom field, it's necessary to add a custom field ID in the Additional fields section. To find the Effort (label) custom field ID is necessary to know the name of the template. In my example, it will be Effort - Quick Wins. Therefore, to find the ID of these custom fields, use this guide. How to find the id for custom field(s)? |
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{ "fields": { "Effort - RICE Label": S } } |
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"customfield_10127" : 1
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The JSON needs to be written with the custom field ID and the value ID. In the example below, Effort is the metric, " Quick Wins" is the template, and the value ID is 1.
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9- Create a branch rule for each
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Effort value metric and change JQL conditions accordingly.
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This automation will be displayed like the screenshot below:
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Info |
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Need help? Contact our support team by clicking on the following link:Jexo Foxly Support. |