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Tip

You can prevent the Jira issue from transition to the next state if not all Smart Checklist items are checked. That's done by validating

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Warning

Not available in next-gen projects. Please see the details here.

Info

This instruction describes the process of setting up validator for CLOUD and SERVER instances. Read carefully which one you are trying to set up.

The process is pretty straightforward and covers:

  • "Smart Checklist Progress" custom field creation
  • Setting Up Validator for Cloud/Server
  • Verifying validator for Cloud/Server

Let's go through the steps.

Create "Smart Checklist Progress" custom field. 

Warning

Make sure you don't have this field on your Jira instance yet

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Choose "TextField (single line)
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Set up transition validator for CLOUD Instances (info) (read about Server below)

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the

Status
colourPurple
titleSmart checklist progress
Custom Field ⚡️

Info

RequiresSmart Checklist Progress Custom Field"Smart Checklist Progress" Custom Field set up

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☝🏼 NOTE: Not available in Next-Gen projects. Workflow customization isn't available yet for Next-Gen projects. As of now, it is on the longer-term roadmap of the Atlassian team. Therefore, transition validators are not available either.

Set up Validator

  1. Go to Project Settings → Workflows

  2. Choose the Workflow you want to add validation to and click Edit:

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  2. Add Validator

    3.1. Choose transition and click on

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  1. the Validators

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  1. link:

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    3.2. Add Validator:

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3.3. Choose

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Regular Expression Check

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and click Add:

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3.4. Choose "Smart Checklist Progress" field and set Regular Expression value to:

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Regular Expression

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👉🏻

Code Block
(^$|.*Done)

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3.5. Click Add a new Validator will be saved

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4. Then Publish this changed workflow:

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Check Validator in action

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  1. Go to

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  1. your project Board.

  2. Try to change the state of an item with opened checklist items.

  3. You'll get the error:

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  2. If you check all Smart Checklist items - you'll be able to

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  1. transition the Jira issue successfully:

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Set up transition validator for SERVER Instances (info) (read about Cloud above)

  1. Go to Workflows
  2. Choose one that you want to add validation to and click Edit
  3. Choose transition and click on "Validators" link
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  4. Add Validator
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  5. Choose "All Smart Checklist items are checked off"
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  6. Click Add - new Validator will be saved
  7. Then Publish this changed workflow
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Check Validator in action. SERVER Instances

  1. Go to Kanban board (or Issue view)
  2. Try to change the state of an item with opened checklist items
  3. You'll get the error:
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  4. If you check all Smart Checklist items - you'll be able to transition Jira issue successfully!

If you want to know how to display "Show Checklist progress" on Agile boards read Progress on Agile Board

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Hope everything works for you! 🚀

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