Automation for Jira is a popular tool to get your team automated by creating additional workflows, rules, and processes.
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This flow can also be achieved by means of the built-in functionality of Smart Checklist. Visit this page for guidance.
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Not compatible with next-gen projects for Automation for Jira implementation. Please see the details here.
Go to Automation for Jira → Automation Rules
Click Create Rule
Set When: New Trigger
Choose Issue transitioned
Choose from status (e.g. Backlog) and to status (e.g. Selected for Development)
Save
Add component New Action
Set New Action
Choose Set entity property
Choose Entity type: Issue
Set Property Key
Code Block com.railsware.SmartChecklist.checklist
Add checklist template in Markdown formatting as the property value and add the following in the beginning:
Code Block {{issue.fields.Checklists}}
Save Action
Save and Turn Automation On
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
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Add trigger "When" Field Value is changed.
Add "Smart Checklist Progress" field and "Edit Issue" as For operator
Then Add "Compare Condition" automation block
Set First Value: {{issue.Smart Checklist Progress}}
Set Condition: "Exactly match regular Expression"
Set Regular expression: (^$|.*Done)
Then Add "Transition Issue" automation block
Set "Destination status", e.g. "Done"
Save the Automation Rule
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Choose the trigger Issue created
Choose the action Create sub-tasks
List subtasks you need
Click Add fields - your subtask will be converted to a separate action step
Choose Same Project to be sure the sub-task is not lost
Add "Checklists" custom field from Choose fields to set
Then add checklist items using checklist Markup formatting. Check the detailed guide!
Save and publish the Automation Rule
Now when you create a Jira issue new sub-tasks will be created automatically
Click on the one that contains the checklist - see it's rendered with Smart Checklist add-on
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.
You would need to check what issue type you have for "New User Account" requests
and then create an Automation rule for this specific issue type.
E.g. If you have a Request Type called "Get IT help" and it has "Service Request" issue type:
In Automation, you would need to create a rule that would add a checklist to all the new requests of "Service Request" type
Set Trigger. When: Issue Created
Set Condition. If: Issue matches JQL
Code Block issuetype = 'Service Request'
Set Action. Then: Set Issue Property
Code Block com.railsware.SmartChecklist.checklist
And set the value of the checklist you need
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