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Tip

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

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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

Automation with Issue properties

  1. Go to Project Settings → Automation → click Create rule:

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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 🎉

Jira Automation with the Checklists custom field

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

  1. Set up a custom field →"Checklists" Custom Field set up

  2. Navigate to Automations for Jira to create a rule

  3. Choose the trigger Issues created

  4. Add the Issue Field value you want to monitor

  5. Choose the Edit issue fields action and pick the Checklists field

  6. Add template to the checklist

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  7. Save the action

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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