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  1. Go to Automation for JiraAutomation 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.

Info

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