Add your custom Checklist every time the Issue is created ⚡️
This flow can also be achieved by the built-in Templates functionality of Smart Checklist.
Read more here → Set a Template as Default
Go to Project Settings → Automation → click Create rule:
Create a trigger
2.1. Choose Issue created
2.2. Save trigger
Define the Issue Type
3.1. Add component: Add a condition
3.2. Add a condition: JQL Condition
3.3. Add a JQL query for defining the Issue Type
issuetype = Bug
3.4. Save Condition
Add a Checklist
4.1. Add component: Add an action
4.2. Add an action: Set entity property
4.3. Fill in the fields with the following values:
Entity type | Issue |
Property Key | com.railsware.SmartChecklist.checklist |
Property Value |
|
Add Checklist in Markdown formatting 👉🏻 | # Bug verification - add steps to reproduce - indicate reporter - assign issue |
Add Checklist template 👉🏻 | {{project.properties."com.railsware.SmartChecklist.templateId.<Template_ID>"}}
💡HINT: Read more about templates automation here → Use Templates in Automations |
4.4. Save Action
Name your new Automation and Turn it on
You're done! Now every time a Bug Issue is created - a proper Checklist will be added 🎉
💡HINT: This flow can also be achieved by using the Checklist custom field. Just follow these steps:
Set up a custom field →"Checklists" Custom Field set up
Navigate to Automations for Jira to create a rule
Choose the trigger Issue created
Add a JQL query for defining the Issue Type
Choose the Edit issue fields action and pick the Checklists field
Add checklists items to the field
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!