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Automation for Jira is a popular tool to get your team automated by creating additional workflows, rules, and processes.

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  1. Go to Automation for Jira → Automation Rules

  2. Click Create Rule

  3. Set When: New Trigger

    1. Choose Issue transitioned 

    2. Choose from status (e.g. Backlog) and to status (e.g. Selected for Development)

    3. Save

  4. Add component New Action

  5. Set New Action

    1. Choose Set entity property

    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 and add the following in the beginning: 

      • Code Block
        {{issue.fields.Checklists}}

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  1. Choose the trigger Issue created

  2. Choose the action Create sub-tasks

  3. List subtasks you need

  4. Click Add fields  - your subtask will be converted to a separate action step

  5. Choose Same Project to be sure the sub-task is not lost

  6. Add "Checklists" custom field from Choose fields to set

  7. Then add checklist items using checklist Markup formatting. Check the detailed guide.

  8. Save and publish the Automation Rule

  9. Now when you create a Jira issue new sub-tasks will be created automatically

  10. Click on the one that contains the checklist  - see it's rendered with Smart Checklist add-on

Add Checklist to Service Management tickets for certain Request types (not a JIRA issue type)

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☝🏻NOTE: In Service Management

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projects, issue types can have multiple request types. To be sure that you specify the right condition in the automation rule – check whether you want to add a Checklist to the Issue type or Request type.

Below, we’ll demonstrate how to add a checklist to the “Service Request” issue type with the “Get IT help” request type.

  1. You would need to check what issue type you have for "New User AccountGet IT help" requests

  2. and And then create an Automation rule for this specific issue type. 

  3. E.g. If you have a Request Type called "Get IT help" and it has "Service Request" issue type: 

  4. In Automation, you would need to create a rule that would add a checklist to all the new “Get IT help” requests of "Service Request" issue type

    1. Set Trigger. When: Issue Created

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    2. Set Condition. If: Issue matches JQL 

      Code Block
      issuetype =
      'Service Request' 
      "Service Request" AND "Customer Request Type" = "Get IT help"

      image-20241210-104935.pngImage Added

    3. Set Action. Then: Set Issue Property

      Code Block
      com.railsware.SmartChecklist.checklist

      • And set the value of the checklist you need

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