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Tip
Add Smart Checklist Templates to your Issue based on Filed Value right after the Issue is created⚡️

RequiresChecklists Custom Field→ "Checklists" Custom Field set up

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☝🏼IMPORTANT NOTE: Due to the upcoming transition to the Forge app, any automation relying on issue properties will need to be updated to use custom fields instead. Please review your automation rules and adjust them accordingly to ensure continued functionality.
See example → https://railsware.atlassian.net/wiki/spaces/CHK/pages/3454763012/Add+Checklist+based+on+an+Issue+Field+Value+on+Issue+Creation#Jira-Automation-with-the-Checklists-custom-field

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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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Add the template to the Smart Checklist 👉🏻

Code Block
{{project.properties."com.railsware.SmartChecklist.templateId.<Template_ID>"}}

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You can also automate Smart Checklist Templates in Automation rules 🚀

💡HINT: Read more about templates automation here → Use Templates in Automations

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4.4. Save Action

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You're done! Now every time an Issue with a defined Custom Field value is created - a proper Checklist or Template will be added 🎉

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💡HINT: This flow can also be achieved by using the Checklist custom field. Just follow these steps:

You are free to choose the way to set up the automation rule that suits you. Both flows will have the same outcome 🙌🏻

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