Use Templates in Automations

Contents 👇🏻

Template IDs

Each template (Global or Project) has its own ID in the template list. Use it in order to operate with Smart Checklist Template in Jira Automation ⚡️

You can find the Template ID from the Issue view or from Project Settings.

To get Template ID from Issue view:

1. Open any Issue with the Smart Checklist applied.

2. Click on the 3-dots menu.

3. Select Manage templates/Import from a template.

4. Expand the template you are looking for.

5. Template ID field is on the right of the template name.

To get template ID from Project Settings:

1. Navigate to Project settings → Apps → Smart Checklist → Templates tab.

2. Expand the template you are looking for.

3. Template ID field is on the right of the template name.

Templates Automation examples

Using Templates IDs gives you the possibility to operate with Smart Checklist Templates when using Automation for Jira. Check out the examples here👇🏻

• Add Checklist Template on Issue Transition

• Add Checklist Template based on the Issue Field Value