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. ) and To status (e.g. )

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 replace the template to the Smart Checklist 👉🏻

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

If you want to append 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 , 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

  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 🙌🏻