Add your custom Checklist every time the Issue is created ⚡️

note

This flow can also be achieved by the built-in Templates functionality of Smart Checklist.
Read more here → Set a Template as Default

This flow can also be achieved by the built-in Templates functionality of Smart Checklist.
Read more here → Set a Template as Default

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

  1. Create a trigger

2.1. Choose Issue created

2.2. Save trigger

  1. 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

  1. 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

  1. 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:

  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 created

  4. Add a JQL query for defining the Issue Type

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

  6. Add checklists items to the field

    image-20240108-092151.png

  7. 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 🙌🏻