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  1. Go to Automation for JiraAutomation Rules

  2. Click Create Rule

  3. Set When: New Trigger

    1. Choose Issue created → Save

  4. Add component New Condition

  5. Set New Condition

    1. Choose Issue fields condition

    2. Select your needed custom field

    3. Choose the condition equals

    4. Add the value of your custom field

    5. Save Condition

  6. Add component New Action

  7. Set New Action

    1. Choose Set entity property

    2. Choose Entity type: Issue

    3. Set Property Key

      com.railsware.SmartChecklist.checklist
    4. Add checklist template in Markdown formatting as the property value

    5. Save Action

  8. Save and Turn Automation On

  9. You're done! Now every time an issue with a defined custom field value is created - a proper Template will be added as a checklist.

For any questions or feature requests contact us: smartchecklist@railsware.com.

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