Custom rollup fields for work items
We’ve been receiving requests from our valued customers to introduce rollup fields to automate calculation in work items. Here are some of the requests we've received so far:
Is there any way to have task estimation points roll up to the story (parent)?
Do we have a feature to sum up the effort estimation provided for the sub item that rolls up into the main item?
Is there an option to enable roll-up of estimation points from sub-items to the main item, like how work hours in Zoho Projects rolls-up to the main task?
When the of sub-item’s end date is extended beyond the parent item’s end date, how to re-calcuate the duration?
We heard you all!
Zoho Sprints now supports rollup fields for work items, allowing you to summarize field values of related items or parent-child items. This custom field helps you cumulate or aggregate values, single out minimum or maximum values, and arrive at comprehensive numbers to analyze work item data.
What possible solutions can rollup fields help you achieve?
- Auto-calculate estimation points of a work item, aggregating the subitem estimation points
- Auto-calculate duration of a work item, estimating the original timeline as the subitem dates are adjusted
- Auto-calculate log hours of the entire item, including the hours logged for subitems
- Work out the average/maximum/minimum of estimation points, duration, or log hours
- View related entities of an item like the number of comments, attachments, or log hours
- Calculate the sum/maximum/minimum log hours of related entities
Here's the inference from the above video:
Parent Item | Child Item | Estimation Points | Actual Estimation Point Rollup |
Parent Story (As a user, I would like to see different sections) | 3 | 5 | |
Child Task (Store it in our database to generate charts on customer likings) | 3 | ||
Child Bug (Like option is not working) | 2 |
Scenario: A parent item with two subitems, each with its own estimated points.
Rollup Field: Actual subitem estimation rollup
Rollup Type: Child to parent
Source Field: Estimation points defined for each sub-item.
Aggregation Function: Sum
Result: The custom rollup field automatically sums the estimated points from all subitems (3+2) and displays the total estimated points for the parent item (5).
Note: You can also rollup the estimation points of the parent item along with the subitems. To enable this select the checkbox ‘Include value of parent item while calculating’.
We have a detailed guide to help you learn all about rollup fields in Zoho Sprints. We’d love to hear how you’re planning to use this feature in your organization. Let’s discuss in the comments below!
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