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RequiresChecklists Custom Field→ "Checklists" Custom Field set up

Tip

Add your custom Checklist every time the Issue is created ⚡️

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This flow can also be achieved by the built-in Templates functionality of Smart Checklist.
Read more here → Set a Template as Default

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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/3454730248/Add+Checklist+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 in Markdown formatting 👉🏻

Code Block
# Bug verification - add steps to reproduce - indicate reporter - assign issue

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Add Checklist template 👉🏻

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 a Bug Issue is created - a proper Checklist 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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