Add Smart Checklist Templates to your issues based on Issue Transition ⚡️

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

2. Create a trigger

2.1. Choose Issue transitioned 

2.2. Choose From status (e.g. ) and To status (e.g. )

2.3. Save

  1. Add a Checklist Template

3.1. Add component: Add an action

3.2. Choose 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 the template to the Smart Checklist 👉🏻

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

If you want to replace the Smart Checklist with the template 👉🏻

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

3.4. Put the ID of the Template you want to add instead of <Template_ID>

☝🏼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 ✅

Check out more about Templates IDs here → Use Templates in Automations

3.5. 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 template will be added to your Smart Checklist 🎉

💡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 template to the checklist

    image-20240108-092453.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 🙌🏻