Automate Rich Filters for Jira Dashboards App: Track Epic completion and number of linked Story issues

This article provides a step-by-step guide to automate the tracking of Epic completion using Rich Filters for Jira Dashboards. It covers configuring custom values to calculate linked and closed story issues without manually updating lists.

There are two possible solutions:

Use automation rules

First, use the following steps to create custom number fields:

1. Click Settings > Issues > Custom Fields.

2. Click Add Custom Field and select Number Field.
   
   

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3. Add two fields to the project:

   1. Story Count - tracks the total linked stories per feature.

   2. Closed Stories Count - track completed stories.

Next, use the following steps to configure a Jira automation rule:

1. Click Settings > System > Automation rules.

2. Click Create Rule and create:

   1. A Global Automation rule for multiple projects or a

   2. Project Automation rule for a single project.

3. Configure the rule to lookup for issues: issuetype = story AND issue in childIssuesOf({{issue.key}}), issuetype = story AND statusCategory = Done AND issue in childIssuesOf({{issue.key}}) and then update the number field with the count: {{lookupIssues.size}}
   
   

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4. Click Turn it on to publish the rule.

5. Navigate to Issues > Manage Rich Filter, select the filter and click Views.

6. Add the number fields to the Rich Filter: Views
   
   

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7. Refresh the gadget and verify the results.
   
   

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Use custom values in Rich Filters

Another option is to create a custom value to calculate all Story issues linked to an Epic. For this option, navigate to Issues > Manage Rich Filter, and select a filter. Click Custom Values > Click Create Custom Value. In the JQL field, enter: "Epic Link" IS NOT EMPTY AND issuetype = Story

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Then, create a custom value to calculate closed stories. Use the following steps:

1. Click Custom Values > Click Create Custom Value and enter the following JQL query:

   issuetype = Story AND statusCategory = Done AND "Epic Link" IS NOT EMPTY
   
   

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2. Configure the Rich Filter Statistics Gadget by navigating to the Dashboard, selecting a dashboard, and then selecting the option to configure the Rich Filter Statistics Gadget.

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3. The statistics gadget does not allow the issue key parameter. Instead, use the Epic Link parameter.

4. Add the custom values created in the Values field.

5. Click Submit and verify the results.

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