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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
      

      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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Go to Automation for Jira → Automation Rules

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Click Create Rule

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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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Add component New Action

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Set New Action

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Choose Set entity property

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Choose Entity type: Issue

Set Property Key

com.railsware.SmartChecklist.checklist

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

{{issue.fields.Checklists}}

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Save Action

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Save and Turn Automation On

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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

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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

Check the quick demo:

JC Automatic Transition.mp4

Put Smart Checklist to the Center position of Issue View

Useful if you want to show Smart Checklist add-on in center positions for your users by default

1. Create Automation Rule

2. Choose trigger that suits you

3. Choose "Set Entity Property" as an Action

4. Choose "User" as an Entity Type

5. Put Property: com.railsware.SmartChecklist.ShowInCenterPanel

6. Put Value: true

7. Choose "Select a user" param that suits your case

Video:

screencast 2018-04-18 16-30-16.mp4

Add Checklists to Subtasks while New Issue creation

If you want to add checklists to automatically created subtasks - follow these steps.

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. Check what issue type you have for your Service Desk request

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   2. E,g, if you have a Request Type called "Get IT help", it may have "Service Request" issue type: 

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2. 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

   2. Set New Condition

      1. Choose JQL condition

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   3. Add filter per Issue Type

      Code Block
      issuetype = "Service Request"

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   4.  If you want to assign different checklists to Service Desk issues that have the same Jira issue type, but different service desk Request Type, specify your Request Type in the JQL condition as well. E.g.:

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         issuetype = "Service Request" AND "Request Type" = "New User Account"

   5. Add component New Action

      1. Choose Set entity property

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      2. Choose Entity type: Issue

      3. Set Property Key

         Code Block
         com.railsware.SmartChecklist.checklist

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

      5. Save Action

   6. Save and Turn Automation On

Set Checklist depending on Custom Field Value after 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 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
      

      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.

Bulk update checklists

This goes about Issues bulk update when you set a value for a field you'd like to populate to all the selected issues.

Implementation instruction

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Go to Automation for Jira → Automation Rules

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Click Create Rule

Set When: Field value changed Change

Choose Checklists → Save

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Add component New Action

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Choose Set entity property

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Choose Entity type: Issue

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Set Property Key

1. Code Block
   com.railsware.SmartChecklist.checklist

Add the following to the Property value

{{issue.Checklists}}

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Save

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Save the rule and Turn Automation On

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Proceed with the bulk update.

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Once the bulk update is completed, turn the rule off.

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