| Tip |
|---|
Add Smart Checklist Templates to your issues based on Custom Filed Value right after the Issue is created⚡️ |
| Panel | ||||||||
|---|---|---|---|---|---|---|---|---|
| ||||||||
RequireChecklists Custom Field→ "Checklists" Custom Field set up |
Go to Project Settings → Automation
...
...
Click Create Rule
...
→ click Create rule:
...
Create a trigger
Choose Issue created
...
Save
...
trigger
...
Add your Custom Value
Add component
...
Set New Condition
...
: Add a condition
...
Add a condition: Issue fields condition
...
Select your needed
...
Custom Field
Choose the condition equals (in any order)
Add the value of your
...
...
Save Condition
...
Add component New Action
...
Custom Field
...
| Panel | ||||||
|---|---|---|---|---|---|---|
| ||||||
In this case we will add a Checklist if Issue contains a
|
Save Condition
Add a Checklist or Template
Add component: Add an action
...
Choose Set entity property
...
Choose Entity type: Issue
...
Fill in the fields with the following values:
Entity type |
| ||
Property Key |
| ||
Property Value |
| ||
Add |
...
Checklist items in Markdown formatting |
...
👉🏻 |
|
...
| Panel | ||
|---|---|---|
| ||
You can also automate Smart Checklist Templates in Automation rules 🚀 Read more here → Use Templates in Automations |
Save Action
...
Name your new Automation and Turn
...
it on
...
You're done! Now every time an
...
Issue with a defined
...
Custom Field value is created - a proper Checklist or Template will be added
...
🎉
...
| Info |
|---|
For any questions or feature requests contact us: smartchecklist@railsware.com. |