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You can prevent Jira issue transition to the next state if not all Smart Checklist items are checked. That's done by validating "Smart Checklist Progress" custom field on specific value.

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.

Process The process is pretty straightforward and covers:

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

...


  1. Warning

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


  2. Go to "Custom Fields"
  3. "Add Custom Field"
  4. Choose "TextField (single line)

  5. name it "Smart Checklist Progress"  (mind the caps letters and exact words)
  6. Associate screens to the projects where you want to track progress and setup validator

...

  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
  4. Add Validator
  5. Choose "Regular Expression Check"
  6. Choose "Smart Checklist Progress" field
  7. Set Regular Expression value to 

    Code Block
    (^$|.*Done)


  8. Click Add -  new Validator will be saved
    1. Image Modified
  9. Then Publish this changed workflow

...

  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 an the error:
  4. If you check all Smart Checklist items - you'll be able to transition Jira issue successfully
  5. Enjoy!

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
  4. Add Validator
  5. Choose "All Smart Checklist items are checked off"
  6. Click Add - new Validator will be saved
  7. Then Publish this changed workflow

...

  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 an the error:
  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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