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Automation for Jira is a popular tool to get your team automated by creating additional workflows, rules, and processes.

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1. Go to Automation for Jira → Automation Rules

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2. Click Create Rule

3. Set When: New Trigger

   1. Choose Issue transitioned 

   2. Choose from status (e.g. Backlog) and to status (e.g. Selected for Development)

   3. Save

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4. Add component New Action

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5. Set New Action

   1. Choose Set entity property

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   2. Choose Entity type: Issue

   3. Set Property Key

      1. Code Block
         com.railsware.SmartChecklist.checklist

   4. Add checklist template in Markdown formatting as the property value and add the following in the beginning: 

      1. Code Block
         {{issue.fields.Checklists}}

      2. 

   5. Save Action

6. Save and Turn Automation On

7. You're done! Now every time an issue is transitioned from Backlog to Selected for Development, the proper checklist template will be appended to your issue.

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1. Choose the trigger Issue created

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2. Choose the action Create sub-tasks

3. List subtasks you need

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4. Click Add fields  - your subtask will be converted to a separate action step

5. Choose Same Project to be sure the sub-task is not lost

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6. Add "Checklists" custom field from Choose fields to set

7. Then add checklist items using checklist Markup formatting. Check the detailed guide!

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8. Save and publish the Automation Rule

9. Now when you create a Jira issue new sub-tasks will be created automatically

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10. Click on the one that contains the checklist  - see it's rendered with Smart Checklist add-on

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Add Checklist to Service Desk tickets for certain Request types (not a JIRA issue type)

Service Desk Request types are Jira issue types, but specific for Service Desk.

1. You would need to check what issue type you have for "New User Account" requests

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2. and then create an Automation rule for this specific issue type. 

3. E.g. If you have a Request Type called "Get IT help" and it has "Service Request" issue type: 

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4. In Automation, you would need to create a rule that would add a checklist to all the new requests of "Service Request" type

   1. Set Trigger. When: Issue Created

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   3. Set Condition. If: Issue matches JQL 

      1. Code Block
         issuetype = 'Service Request'

   4. Set Action. Then: Set Issue Property

      1. Code Block
         com.railsware.SmartChecklist.checklist

      2. And set the value of the checklist you need

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1. Go to Automation for Jira → Automation Rules

2. Click Create Rule

3. Set When: Field value changed Change

   1. Choose Checklists → Save

      1. Image Modified

4. Add component New Action

   1. Choose Set entity property

      1. Image Modified

   2. Choose Entity Type: Issue

   3. Set Property Key

      1. Code Block
         com.railsware.SmartChecklist.checklist

   4. Add the following to the Property value

      1. Code Block
         {{issue.Checklists}}

      2. Image Modified

   5. Save

5. Save the rule and Turn Automation On

6. Proceed with the bulk update.

7. Once the bulk update is completed, turn the rule off.

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