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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

Automation with Issue properties

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

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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

If you want to append the template to the Smart Checklist Add Checklist template 👉🏻

Code Block
{{issue.properties."com.railsware.SmartChecklist.checklist"}}
{{project.properties."com.railsware.SmartChecklist.templateId.<Template_ID>"}}
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💡HINT: Read more details about templates automation here → Use Templates in Automations

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You're done! Now every time a Bug Issue is created - a proper Checklist 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 Issue created

  4. Add a JQL query for defining the Issue Type

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

  6. Add checklists items to the field

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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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