Apply Template using automation/integration tools

Add Smart Checklist Templates to your issues via different tools available in Jira - ScripRunner for Jira, Automation for Jira, JMWE.

Contents 👇🏼

Steps on how to apply the Smart Checklist Template via Automation for Jira

💡HINT: This is just an example of a use case with Issue created trigger. You can select any other available trigger based on your needs.

Create a personal access token
1. Navigate to User icon → Profile → Personal Access Tokens → Create Token
2. Copy token value
Go to Project Settings → Project Automation → click Create rule: (or go to Administration → System → Automation rules → click Create rule: )
Create a trigger
1. Choose Issue created
2. Save
Add component - New action
1. Choose Send web request as the first action.
2. Fill in the fields with the following values:

Webhook URL	http://Jira_base_URL/rest/railsware/1.0/checklist?issueKey={{issue.key}}
Headers	Authorization with Bearer token (mentioned in step 1)
HTTP method	GET
Webhook body	Empty
Wait for Response	Check this option

c. Save

Add component - New action
1. Choose Send web request as the second action
2. Fill in the fields with the following values:

Webhook URL	http://Jira_base_URL/rest/railsware/1.0/checklist/{{webhookResponse.body.checklists.get(0).checklistId}}/template/${templateId} Where `${templateId}` should be replaced by the actual Smart Checklist template id
Headers
Authorization	Bearer + token (mentioned in step 1)
HTTP method	POST
Webhook body	Empty
Wait for Response	Don’t check this option

☝🏼NOTE: You can find the Template ID by going to Issue → Smart Checklist → 3 dots menu → Manage Templates → Expand the Template you are looking for → Copy the Template ID ✅

Or going to Jira Administration → Manage apps → Smart Checklist Settings → Templates tab → Find needed template → Click on the Template you are looking for → Copy the Template ID ✅

Check out more about Templates IDs here →https://railsware.atlassian.net/wiki/spaces/CHKSDC/pages/edit-v2/4085284902?draftShareId=60155a82-23ad-49b1-8075-4f1126d53d8b

c. Save

Name your new Automation and Turn it on

You're done! Now every time an issue is created, the proper template will be added to your Smart Checklist 🎉

Steps on how to apply the Smart Checklist template via ScriptRunner

Go to Jira Administration → ScriptRunner → Console
Add the following script:

import com.atlassian.jira.component.ComponentAccessor
import com.atlassian.sal.api.UrlMode
import com.atlassian.sal.api.net.Request
import com.atlassian.sal.api.net.TrustedRequestFactory
import groovy.json.JsonSlurper
import groovyx.net.http.URIBuilder

def testIssueKey = "TEST-1"
def templateId = 10

class SmartChecklistAPI {
    def trustedRequestFactory = ComponentAccessor.getOSGiComponentInstanceOfType(TrustedRequestFactory.class)
	def applicationProperties = ComponentAccessor.getApplicationProperties()

    long getChecklistId(String issueKey) {
        def url = applicationProperties.getString("jira.baseurl") + '/rest/railsware/1.0/checklist?issueKey=' + issueKey
        def checklistResponse = sendGetRequest(url)
        assert checklistResponse instanceof Map
        assert checklistResponse.checklists instanceof List
        assert checklistResponse.checklists.get(0) instanceof Map
        return (long) checklistResponse.checklists.get(0).get("checklistId")
    }

    void applyTemplate(Long checklistId, Long templateId) {
        def url = applicationProperties.getString("jira.baseurl") + '/rest/railsware/1.0/checklist/' + checklistId + '/template/' + templateId
        sendPostRequest(url)
    }

    private Object sendGetRequest(String url) {
        def request = trustedRequestFactory.createTrustedRequest(Request.MethodType.GET, url)
        def host = new URIBuilder(url).host
        request.addTrustedTokenAuthentication(host) 
        def responseBody = request.execute()
        return new JsonSlurper().parseText(responseBody)
    }

    private void sendPostRequest(String url) {
        def request = trustedRequestFactory.createTrustedRequest(Request.MethodType.POST, url)
        def host = new URIBuilder(url).host
        request.addTrustedTokenAuthentication(host) 
        request.execute()
    }
}

def checklistAPI = new SmartChecklistAPI()

def checklistId = checklistAPI.getChecklistId(testIssueKey)
checklistAPI.applyTemplate(checklistId, templateId)

Where testIssueKey and templateId should be changed accordingly.

Click Run

💡HINT: This is just an example of a use case using Console. You can also use this script in other ScriptRunner places, like Workflows etc. In such a case replace value of testIssueKey with issue.key to get a reference of the current issue.

Steps on how to apply the Smart Checklist template via JMWE

Navigate to Jira Administration → Manage apps → Jira Misc Workflow Extensions Settings → Select Groovy console
Add the following script:

import com.atlassian.jira.component.ComponentAccessor
import com.atlassian.sal.api.UrlMode
import com.atlassian.sal.api.net.Request
import com.atlassian.sal.api.net.TrustedRequestFactory
import groovy.json.JsonSlurper
import groovyx.net.http.URIBuilder

def testIssueKey = "TEST-1"
def templateId = 10

class SmartChecklistAPI {
    def trustedRequestFactory = ComponentAccessor.getOSGiComponentInstanceOfType(TrustedRequestFactory.class)
	def applicationProperties = ComponentAccessor.getApplicationProperties()

    long getChecklistId(String issueKey) {
        def url = applicationProperties.getString("jira.baseurl") + '/rest/railsware/1.0/checklist?issueKey=' + issueKey
        def checklistResponse = sendGetRequest(url)
        assert checklistResponse instanceof Map
        assert checklistResponse.checklists instanceof List
        assert checklistResponse.checklists.get(0) instanceof Map
        return (long) checklistResponse.checklists.get(0).get("checklistId")
    }

    void applyTemplate(Long checklistId, Long templateId) {
        def url = applicationProperties.getString("jira.baseurl") + '/rest/railsware/1.0/checklist/' + checklistId + '/template/' + templateId
        sendPostRequest(url)
    }

    private Object sendGetRequest(String url) {
        def request = trustedRequestFactory.createTrustedRequest(Request.MethodType.GET, url)
        def host = new URIBuilder(url).host
        request.addTrustedTokenAuthentication(host) 
        def responseBody = request.execute()
        return new JsonSlurper().parseText(responseBody)
    }

    private void sendPostRequest(String url) {
        def request = trustedRequestFactory.createTrustedRequest(Request.MethodType.POST, url)
        def host = new URIBuilder(url).host
        request.addTrustedTokenAuthentication(host) 
        request.execute()
    }
}

def checklistAPI = new SmartChecklistAPI()

def checklistId = checklistAPI.getChecklistId(testIssueKey)
checklistAPI.applyTemplate(checklistId, templateId)

Where testIssueKey and templateId should be changed accordingly.

Click the Test Groovy script button
Enter Issue Key where you want to apply template → Click Test
You will see a message 🚀

💡HINT: This is just an example of a use case using Groovy Console. You can also use this script in other JMWE places, like JMWE Workflow extentions etc. In such a case replace value of testIssueKey with issue.key to get a reference of the current issue.

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