Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

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

Panel
bgColor#DEEBFF

☝🏼 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:

...

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

Jira Automation with the Checklists custom field

Panel
bgColor#DEEBFF

💡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

    image-20240108-092151.pngImage Modified
  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 🙌🏻

Insert excerpt
Get Started
Get Started
namesupport-email
nopaneltrue