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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 the needed 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:

Entity type

Code Block
Issue

Property Key

Code Block
com.railsware.SmartChecklist.checklist

Property Value

 

Add Checklist items in Markdown formatting 👉🏻

Code Block
# Regression Testing 
- Identify test cases
- Execute the test cases
- Record the results
- Document any defects found

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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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