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Coming soon |
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Starting from version X.X.X the functionality of making items mandatory/non-mandatory is available 🚀 |
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If you use Jira permissions: grant users Edit Issues (for Company-managed projects) permissions to work with mandatory items. |
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If you use Smart Checklist permissions: grant users Manage Smart Checklist Items permission to work with mandatory items. |
More about permissions here → Checklist & Templates Permissions
Mandatory items help to visually differentiate the items that must be completed and block transitioning a Jira issue into the following status if mandatory items are not completed. The last one will require some additional setup in your workflow.
Read more here → https://railsware.atlassian.net/wiki/spaces/CHKSDC/pages/4027482137/Validate+Mandatory+Items+Completion+before+Transition
By default, checklist items are not marked as mandatory. To make items mandatory, you can use the following:
context menu of checklist items;
full-screen editor;
correct format when adding an item from quick mode or updating the Checklists custom field.
Mandatory by context menu of checklist items:
If you want to make any of the checklist items mandatory, follow the steps below:
Click on 3 dots for a checklist item and select “Make mandatory”:
Check the item - a red asterisk will be added to the upper right corner of the checkbox:
If you want to make any of the checklist items non-mandatory, follow the steps below:
Click on 3 dots for a checklist item and select “Make non-mandatory”:
Check the item - a red asterisk will disappear.
Set items as mandatory with the Full-screen editor
Use this format in the full-screen editor when creating/editing a checklist item or template to make items mandatory:
You Type | You Get |
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Mandatory items will work with any default and custom statuses you have on the Jira instance.
You Type | You Get | ||
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Mandatory by correct format when adding an item from quick mode or by updating the Checklists custom field:
Start typing -! with any text to add a mandatory item from quick mode:
You Type | You Get |
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In the same way, you could use this format to add/update mandatory items in:
custom field Checklists;
Template Editor in Global Settings and in the Template pop-up on the Issue view.
You are all set! Enjoy! 🚀