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Add your custom Checklist every time the Issue is transitioned ⚡️

  1. Go to Project Settings → Automation → click Create rule

  1. Create a trigger

2.1. Choose Issue transitioned 

2.2. Choose From status (e.g. TO DO ) and To status (e.g. IN PROGRESS )

2.3. Save trigger

  1. Add a Checklist

3.1. Add component: Add an action

3.2. Add an action: Set entity property

3.3. Fill in the fields with the following values:

Entity type

Issue

Property Key

com.railsware.SmartChecklist.checklist

Property Value

 

If you want to append Checklist Items - add the following at the beginning and Checklist items in Markdown formatting 👉🏻

{{issue.properties."com.railsware.SmartChecklist.checklist"}}
# Definition of Done
- Peer review
- System testing
- Regression testing
- Documentation

If you want to replace the Smart Checklist - just add Checklist items in Markdown formatting 👉🏻

# Definition of Done
- Peer review
- System testing
- Regression testing
- Documentation 

If you want to append the template to the Smart Checklist 👉🏻

{{project.properties."com.railsware.SmartChecklist.templateId.<Template_ID>"}}

If you want to replace the Smart Checklist with the template 👉🏻

{{issue.properties."com.railsware.SmartChecklist.checklist"}}
{{project.properties."com.railsware.SmartChecklist.templateId.<Template_ID>"}}

💡HINT: Read more about templates automation here → Use Templates in Automations

3.4. Save Action

  1. Name your new Automation and Turn it on

You're done! Now every time an issue is transitioned from TO DO to IN PROGRESS, the proper checklist will be appended to your issue 🎉

💡HINT: This flow can also be achieved by using the Checklist custom field. Just follow these steps:

  1. Set up a custom field →"Checklists" Custom Field set up

  2. Navigate to Automations for Jira to create a rule

  3. Choose the trigger Issue transitioned from TO DO to IN PROGRESS

  4. Choose the Edit issue fields action and pick the Checklists field

  5. Add checklists items to the field

    image-20240108-085415.png

  6. Save the action

You are free to choose the way to set up the automation rule that suits you. Both flows will have the same outcome 🙌🏻

📫 Don’t hesitate to get in touch with us for any questions or feature requests!

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