If you need to set a default template on issue creation - please refer to this documentation.
In many use cases, processes might require adjusting checklist values during the Jira Issue workflow transition. For instance, in Software projects, after the Development checklist is completed - you might need to add an appropriate checklist for the QA process.
Navigate to Workflow and press Edit
In the Diagram view click on the transition you want to change
Click Post Functions
Click Add post function
NOTE: Make sure the postfuction it’s positioned and executed after the “Issue Created” or “Generic Event” event is fired, see below
Choose Modify Smart Checklist function and click Add
You’ll see the post function configuration form
When done - click Add and don’t forget to publish Workflow.
Then you are set, enjoy automated checklist modification on a workflow transition!
Specify Actor-user on who's behalf execute checklist post function
In that case, you may specify the proper user to run the post function and update the checklist who has proper permissions. Otherwise, the checklist won’t be applied as Customers don’t have edit permissions.
Optional parameter. Function name will help you identify your post function in the workflow post functions list.
Choose if you want to append a checklist to the one that might already exist in a Jira ticket, or if you want to completely replace it with new checklist values.
Set the Checklist
Add your checklist items manually or choose from existing Templates.
Templates are related to Projects that share the same workflow. Checklist content will be stored as a plain text.
You can switch to Editor view, add details per checklist items, and make changes in bulk.
Check the Formatting Guide to benefit from Markdown.
Conditions are the rules that are required to perform post function action. You may add an appropriate condition that satisfies your process.
If returned issues equal to the issue type
Jira Query Language - that allows you to build a structured query and condition that might be applied to post function transition.
You can use this query to validate a wide range of Jira native fields and custom field values.
If your company has been already using 3rd party automation tools and addons like: Automation for Jira, Script Runner, JMWE tools - you might benefit from the integration that Smart Checklist offers. Read more on Automations & Integrations documentation.
For any questions or feature requests contact us: firstname.lastname@example.org