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changes.mady.by.user Pavel Pavlovsky

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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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  1. Go to Automation for Jira → Automation Rules

  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

    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.

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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

      • Code Block
        com.railsware.SmartChecklist.checklist

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

      • Code Block
        {{issue.fields.Checklists}}

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    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.

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  1. Create Automation Rule

  2. Choose a 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

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  1. Choose the trigger Issue created

  2. Choose the action Create sub-tasks

  3. List subtasks you need

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

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

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

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

  8. Save and publish the Automation Rule

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

  10. 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.

  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

    3. Set Condition. If: Issue matches JQL 

      • Code Block
        issuetype = 'Service Request' 

    4. Set Action. Then: Set Issue Property

      • Code Block
        com.railsware.SmartChecklist.checklist

      • And set the value of the checklist you need

Set checklist depending on a custom field value after issue creation

  1. Go to Automation for Jira → Automation Rules

  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 the Automation Rule 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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  1. Go to Automation for Jira → Automation Rules

  2. Click Create Rule

  3. Set When: Field value changed Change

    1. Choose Checklists → Save

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  4. 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 the following to the Property value

      • Code Block
        
{{issue.Checklists}}

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    5. Save

  5. Save the rule and Turn Automation On

  6. Proceed with the bulk update.

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

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