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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

Automation with Issue properties

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

...

  1. Create a trigger

2.1. Choose Issue created

2.2. Save trigger

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  1. Add your Custom Value

3.1. Add component: Add a condition

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3.2. Add a condition: Issue fields condition

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3.3. Select

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the needed

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Issue Field

3.4. Choose the condition equals (in any order)

3.5. Add the value of your Custom Field

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In this case, we will add a Checklist if the Issue contains a

Status
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You are free to choose a Custom Field value based on your needs 🙌🏻

3.6. Save Condition

  1. Add a Checklist or Template

4.1. Add component: Add an action

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4.2. Choose Set entity property

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4.3. Fill in the fields with the following values:

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

  1. Name your new Automation and Turn it on

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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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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

    image-20240108-093736.pngImage Added

  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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