Versions Compared

Old Version 16

changes.mady.by.user Olena Brazhko

Saved on

compared with

New Version 17

changes.mady.by.user Oleksandra Kravets

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Tip

Import Smart Checklists into Jira and update existing Jira Issues

...

Introduction

"Checklists" custom field (and "Smart Checklist Progress" custom field, if applicable) must be added to the Jira instance and must keep checklists' values.

Read more about Custom Field vs Issue Properties storage.

...

⚡️

Panel
panelIconId02bb3914-523b-462e-b664-308e4c1684f6
panelIcon:jira:
panelIconText:jira:
bgColor#DEEBFF

Jira permissions are needed:grant users Administer Projects permissionto manage templates

Panel
panelIconId1c962329-b0c7-474c-9c15-426a686c12f8
panelIcon:logo:
panelIconText:logo:
bgColor#DEEBFF

RequiresRequiresChecklists Custom Field→ "Checklists" Custom Field set up
and Smart Checklist Progress Custom Field (if applicable)→ "Smart Checklist Progress" Custom Field set up

Instructions:

  1. Prepare a proper CSV file containing checklists. Either manually or by exporting from Jira

...

  1. , read more here → Export issues with checklists (to CSV

...

You can do it via the Issues Search form

...

  1. , RSS, XML, Word)

  2. Clean up CSV, leave only needed columns (fields), e.g. Issue Key (for future mapping Jira issues), Summary, Checklists, Smart Checklist Progress

...

...

Panel
bgColor#FFFAE6

☝🏼NOTE: If issues from more than 1 project are to be imported - then leave Project column in CSV

  1. Go to System → Import and Export → External System Import → CSV

  1. Jira Server

    • Image Removed

  2. Jira Cloud

    • Image Removed

...

Choose CSV file

  • Image Removed

...

  1. Choose CSV file

    Image Added


  2. Choose Project and other import settings and click Next:

...

  1. Map fields:

CSV Field

Jira field

Map field value

Custom field (Checklists)

Checklists

Status
colourRed
titledo not check

Issue Key

Issue Key

Status
colourGreen
titlecheck

Summary

Status
colourBlue
titlerequired

Summary

Status
colourYellow
titlecheck if applicable

  • map Issue Key CSV field to Issue Key Jira field and check 'Map field value' (by that field values will be taken for updating a ticket)

  • map Summary CSV field to Summary Jira field 

  • map Checklists CSV field to Checklists Jira field

...

  • Image Removed

Begin import

(warning) Always do test runs on test issues/values!

...

Panel
bgColor#FFFAE6

☝🏼 NOTE: Do NOT Check "Map field value" for the Checklists custom field, otherwise the importer will break field formatting and the add-on will not be able to properly render checklist values.

...

  1. Check if fields mapped correctly and begin the Import:

    Image Added

  2. Once the import is finished - the "Checklists" custom field in proper Jira Issues will get updated with Checklists values from CSV

Note

If you importing a checklist into issues that may already contain checklists- you need to additionally sync the "Checklists" field with com.railsware.SmartChecklist.checklist issue property, which now is the main data source.

You can utilize any available tools for that.

E.g. Automation for Jira for Server

The approach is the following 

  1. Setup the "Scheduled" event rule

Image Removed
  1. Image Added

  2. Set the execution time 

  3. Set proper JQL function to update only the needed issues 

  4. "Set entity property" Action to update "com.railsware.SmartChecklist.checklist" from "Checklists" custom field

  5. Save the Function and make sure it is enabled for a short time that you need to actually sync the values

  6. Once you proceed with Bulk import - "Run Rule" manually 

  7. That way your current checklist will get data from imported CSV based on the "Checklists" custom field

We are working on implementing the easiest way to synchronize checklist storages. So update of the "Checklists" custom field will automatically trigger checklist update even if there already were some values present.

Page Properties

hiddentrue

Related issues

Insert excerptSupportSupportnopaneltrueHope everything works for you!

...

Info

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