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  1. Go to Project Settings → Automation → click Create rule:

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  1. Create a trigger

  • 2.1. Choose Issue created

  • 2.2. Save trigger

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  1. Add your Custom Value

  • 3.1. Add component: Add a condition

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  • 3.2. Add a condition: Issue fields condition

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  • 3.3. Select your the needed Custom Issue Field

  • 3.4. Choose the condition equals (in any order)

  • 3.5. Add the value of your Custom Field

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Panel
bgColor#DEEBFF

In this case, we will add a Checklist if the Issue contains a

Status
colourPurple
titletesting
component.
You are free to choose a Custom Field value based on your needs 🙌🏻

  • 3.6. Save Condition

  1. Add a Checklist or Template

  • 4.1. Add component: Add an action

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  • 4.2. Choose Set entity property

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  • 4.3. Fill in the fields with the following values:

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Panel
bgColor#DEEBFF

You can also automate Smart Checklist Templates in Automation rules 🚀

Read more here → Use Templates in Automations

  • 4.4. Save Action

  1. Name your new Automation and Turn it on

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