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This feature is available for Jira Server and Data Center users. Contact Us if you’d like to have it for Jira Cloud.

Note

In order to use this feature, you need to have Administrator permissions

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Option

Description

Function Name

Optional parameter. Function name will help you identify your post function in the workflow post functions list.

Action

  • Append

  • Replace

Choose if you want to append a checklist to the one that might already exist in a Jira ticket, or if you want to completely replace it with new checklist values. If you want to track the history of checklist changes - be sure to set up the “Checklists” custom field.

Set the Checklist

Add your checklist items manually or choose from existing Templates.

Templates are related to Projects that share the same workflow. Checklist content will be stored as a plain text.

You can switch to Editor view, add details per checklist items, and make changes in bulk.

Check the Formatting Guide to benefit from Markdown.

Conditions

Conditions are the rules that are required to perform post function action. You may add an appropriate condition that satisfies your process.

Issue Types

If returned issues equal to the issue type

JQL Query

Jira Query Language - that allows you to build a structured query and condition that might be applied to post function transition.

You can use this query to validate a wide range of Jira native fields and custom field values.

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Tip

If your company has been already using 3rd party automation tools and addons like: Automation for Jira, Script Runner, JMWE tools - you might benefit from the integration that Smart Checklist offers. Read more on Automations & Integrations documentation.

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Info

For any questions or feature requests contact us: smartchecklist@railsware.com