[Server] Modify checklists on a Workflow Transition

This feature is available for Jira Server and Data Center users. Contact Us if you’d like to have it for Jira Cloud.

In order to use this feature, you need to have Administrator permissions

If you need to set a default template on issue creation - please refer to this documentation.

In many use cases, processes might require adjusting checklist values during the Jira Issue workflow transition. For instance, in Software projects, after the Development checklist is completed - you might need to add an appropriate checklist for the QA process.

This can be easily done automatically with our “Modify Smart Checklist” workflow post-function. Read more on post-functions and Jira workflows and advanced workflows configuration.

Set up

  1. Navigate to Workflow and press Edit

  2. In Diagram view click on the transition you want to change

     

  3. Click Post Functions

  4. Click Add post function

     

  5. Choose Modify Smart Checklist function and click Add

     

  6. You’ll see the post function configuration form

     

  7. When done - click Add and don’t forget to publish Workflow.

  8. Then you are set, enjoy automated checklist modification on a workflow transition!

Configuration options

Option

Description

Option

Description

Function Name

Optional parameter. Function name will help you identify your post function in the workflow post functions list.

Action

  • Append

  • Replace

Choose if you want to append a checklist to the one that might already exist in a Jira ticket, or if you want to completely replace it with new checklist values.

If you want to track the history of checklist changes - be sure to set up the “Checklists” custom field.

Set the Checklist

Add your checklist items manually or choose from existing Templates.

Templates are related to Projects that share the same workflow. Checklist content will be stored as a plain text.

You can switch to Editor view, add details per checklist items, and make changes in bulk.

Check the https://railsware.atlassian.net/wiki/spaces/CHK/pages/90636343/Formatting+Guide to benefit from Markdown.

Conditions

Conditions are the rules that are required to perform post function action. You may add an appropriate condition that satisfies your process.

Issue Types

If returned issues equal to the issue type

JQL Query

Jira Query Language - that allows you to build a structured query and condition that might be applied to post function transition.

You can use this query to validate a wide range of Jira native fields and custom field values.

If your company has been already using 3rd party automation tools and addons like: Automation for Jira, Script Runner, JMWE tools - you might benefit from the integration that Smart Checklist offers. Read more on https://railsware.atlassian.net/wiki/spaces/CHK/pages/305692715 documentation.


For any questions or feature requests contact us: smartchecklist@railsware.com