Add Smart Checklist Templates to your Issue based on Filed Value right after the Issue is created⚑️

  1. Go to Project Settings β†’ Automation β†’ click Create rule:

  1. Create a trigger

2.1. Choose Issue created

2.2. Save trigger

  1. Add your Custom Value

3.1. Add component: Add a condition

3.2. Add a condition: Issue fields condition

3.3. Select the needed Issue Field

3.4. Choose the condition equals (in any order)

3.5. Add the value of your Custom Field

In this case, we will add a Checklist if the Issue contains a component.
You are free to choose a Custom Field value based on your needs πŸ™ŒπŸ»

3.6. Save Condition

  1. Add a Checklist or Template

4.1. Add component: Add an action

4.2. Choose Set entity property

4.3. Fill in the fields with the following values:

Entity type

Issue

Property Key

com.railsware.SmartChecklist.checklist

Property Value

Β 

Add Checklist items in Markdown formatting πŸ‘‰πŸ»

# Regression Testing 
- Identify test cases
- Execute the test cases
- Record the results
- Document any defects found

Add the template to the Smart Checklist πŸ‘‰πŸ»

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

πŸ’‘HINT: Read more about templates automation here β†’ Use Templates in Automations

4.4. Save Action

  1. Name your new Automation and Turn it on

You're done! Now every time an Issue with a defined Custom Field value is created - a proper Checklist or Template will be added πŸŽ‰

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

  1. Set up a custom field β†’"Checklists" Custom Field set up

  2. Navigate to Automations for Jira to create a rule

  3. Choose the trigger Issues created

  4. Add the Issue Field value you want to monitor

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

  6. Add template to the checklist

    image-20240108-093736.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 πŸ™ŒπŸ»