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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

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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

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4. Add component New Action

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5. Set New Action

   1. Choose Set entity property

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   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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• Add checklist template in Markdown formatting as the property value and add the following in the beginning: 

{{issue.proportiesproperties."com.railsware.SmartChecklist.checklist"}}

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1. Choose the trigger Issue created

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2. Choose the action Create sub-tasks

3. List subtasks you need

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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

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

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

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8. Save and publish the Automation Rule

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

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

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

Service Management Request types are Jira issue types, but specific for Service Management.

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

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2. 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: 

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

   1. Set Trigger. When: Issue Created

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   3. Set Condition. If: Issue matches JQL 

      • Code Block
        issuetype = 'Service Request'

   4. 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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6. Save the rule and Turn Automation On

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Create a Sub-task when a checklist item is set to done/completed

You can set the Automation rule to create a sub-task (or any other issue type that is required) when a checklist item is marked as done/completed.

1. Go to Settings → System → Automation for Jira → Automation rules.

2. Click Create rule.

3. Choose the trigger Field value changed, and choose Smart Checklist Progress as a field to monitor for changes. Save.

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4. Set New condition → Advanced compare condition.

5. Fill First value → {{fieldChange.fromString}}, Condition → does not equal. Save.
   Here’s how it looks:

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6. Set New condition → Advanced compare condition.

7. Fill First value → {{fieldChange.fromString.remove(“ - Done”).substringBefore(“/”)}}, Condition → less than, Second value → {{fieldChange.toString.remove(“ - Done”).substringBefore(“/”)}}. Save.
   Here’s how it looks:

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8. Add Action → Create issue, Project → Same project, Issue type → Sub-task (or any other), Parent issue → Current issue, fill Summary and Description.

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9. Save the rule and Turn Automation On.