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Automation for Jira is a popular tool to get your team automated by creating additional workflows, rules and processes.

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Set Checklist on Issue Creation

1. Go to Automation for Jira → Automation Rules

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2. Click Create Rule

3. Set When: New Trigger

   1. Choose Issue created → Save

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4. Add component New Condition

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5. Set New Condition

   1. Choose JQL condition

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   2. Add filter per Issue Type

      Code Block
      issuetype = Bug

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   3. Save Condition

6. Add component New Action
   

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7. Set New Action

   1. Choose Set entity property

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   2. Choose Entity type: Issue
      

   3. Set Property Key

      1. 
         

         Code Block
         com.railsware.SmartChecklist.checklist

         
         

   4. Add checklist template in Markdown formatting as the property value

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   5. Save Action

8. Save and Turn Automation On

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9. You're done! Now every time a "Bug" issue created - a proper Template will be added as a checklist.

Append Checklist Items on Issue Transition

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1. Go to Automation for Jira → Automation Rules

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2. Click Create Rule

3. Set When: New Trigger

   1. Choose Issue transitioned 

   2. Choose from status (e.g. Backlog) and to status (e.g. Selected for Development)

   3. Save

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4. Add component New Action
   

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5. Set New Action

   1. Choose Set entity property

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   2. Choose Entity type: Issue
      

   3. Set Property Key

      1. 
         

         Code Block
         com.railsware.SmartChecklist.checklist

   4. Add checklist template in Markdown formatting as the property value and add the following in the beginning: 

      1. 
         

         Code Block
         {{issue.fields.Checklists}}

      2. 

   5. Save Action

6. Save and Turn Automation On

7. You're done! Now every time an issue is transitioned from Backlog to Selected for Development, the proper checklist template will be appended to your issue.

Transition an issue to the next state when all the checklist items are completed

1. Make sure you have "Smart Checklist Progress" custom field enabled. Follow instructions here

2. Once "Smart Checklist Progress" custom field is set up - start new Automation Rule creation

3. Add trigger "When" Field Value is changed.

   1. Add "Smart Checklist Progress" field and "Edit Issue" as For operator

      1. 

4. Then Add "Compare Condition" automation block

   1. Set First Value: {{issue.Smart Checklist Progress}}

   2. Set Condition: "Exactly match regular Expression"

   3. Set Regular expression: (^$|.*Done)

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5. Then Add "Transition Issue" automation block

   1. Set "Destination status", e.g. "Done"

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6. Save the Automation Rule

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1. Make sure you have the "Checklists" custom field enabled. Follow instructions here

2. Go to Automation rule and create new

3. Choose the trigger Issue created

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4. Choose the action Create sub-tasks

5. List subtasks you need

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6. Click Add fields  - your subtask will be converted to a separate action step

7. Choose Same Project to be sure the sub-task is not lost

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8. Add "Checklists" custom field from Choose fields to set

9. Then add checklist items using checklist Markup formatting. Check the detailed guide!

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10. Save and publish Automation Rule

11. Now when you create a Jira issue new sub-tasks will be created automatically

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12. Click on the one that contains the checklist  - see it's rendered with Smart Checklist add-on

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Add Checklist to Service Desk tickets for certain Request types (not a JIRA issue type)

Service Desk Request types are Jira issue types, but specific for Service Desk.

1. You would need to check what issue type you have for "New User Account" requests

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2. and then create an Automation rule for this specific issue type. 

3. E.g. If you have a Request Type called "Get IT help" and it has "Service Request" issue type: 

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4. In Automation, you would need to create a rule that would add a checklist to all the new requests of "Service Request" type

   1. Set Trigger. When: Issue Created

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   3. Set Condition. If: Issue matches JQL 

      1. 
         

         Code Block
         issuetype = 'Service Request'

         
         

   4. Set Action. Then: Set Issue Property

      1. 
         

         Code Block
         com.railsware.SmartChecklist.checklist

         
         

      2. And set the value of the checklist you need

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1. Go to Automation for Jira → Automation Rules

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2. Click Create Rule

3. Set When: New Trigger

   1. Choose Issue created → Save

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4. Add component New Condition

   1. 

5. Set New Condition

   1. Choose Issue fields condition

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   2. Select your needed custom field

   3. Choose the condition equals

   4. Add the value of your custom field

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   5. Save Condition

6. Add component New Action

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7. Set New Action

   1. Choose Set entity property

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   2. Choose Entity type: Issue
      

   3. Set Property Key

      1. 
         

         Code Block
         com.railsware.SmartChecklist.checklist

         
         

   4. Add checklist template in Markdown formatting as the property value

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   5. Save Action

8. Save and Turn Automation On

9. You're done! Now every time an issue with a defined custom field value is created - a proper Template will be added as a checklist.

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