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Bulk update Issues with checklists

Bulk update Issues with checklists

Owned by Alina Kachan
Last updated: Mar 25, 2025 by Mariya Solovey
3 min read

You can update your checklists via Bulk Issues Update with the help of Automation for Jira tool ⚡️

This goes about Issues bulk update when you set a value for a field you'd like to populate to all the selected Issues.

Requires Checklists Custom Field → "Checklists" Custom Field set up

☝🏼 NOTE: Do it before running a bulk issues updates

☝🏼IMPORTANT NOTE: Automations using entity properties no longer work with the Forge app. Please update your setup to use the Checklists custom field instead.
Learn more → Migrating Smart Checklist to Forge

 

Contents👇🏼

Automation rule setup

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

image-20250319-113249.png
Automation in Project Settings

  1. Create a trigger

2.1. Choose Field value changed

image-20250324-134350.png
Field value changed trigger

2.2. Choose Checklists → Save

image-20250324-134437.png
Checklists field

2.3. Click Next

  1. Set Checklist

3.1. Add component New Action

3.2. Choose Edit work item

image-20250324-134551.png
Edit work item

3.3. Select Checklists field

image-20250324-134732.png
Checklists field is selected

 

3.3. Fill in the fields with the following values:

Choose fields to set

Checklists

Choose fields to set

Checklists

Checklists value

{{issue.Checklists}}
image-20250324-134905.png
Value for the Checklists field

3.4. Click Next

 

  1. Name your new Automation and Turn it on

    image-20250324-134957.png
    Name and turn on the rule

  1. Proceed with the bulk update

Bulk Issue update

  1. Click on Search → Select View all issues

  2. Add search criteria to return the issues you want to update

  3. Click on “Configure column” to add Checklists custom field to search view

     

    image-20240301-134743.png

     

  4. Select more (•••) and choose Bulk Change all <n> issues.

     

    image-20240301-134851.png

     

  5. Select the issues you'd like to edit Checklists custom field in the bulk operation and click Next

  6. Select Edit Issues for bulk actions and click Next

     

    image-20240301-135839.png

     

  7. Find Change Checklists in the list

  8. Fill in the value that you want to set to the checklist for all selected issues and click Next

     

    image-20240301-135614.png

     

  9. Confirm the changes by clicking Confirm button

     

    image-20240301-135743.png

  10. You will see the Bulk Operation Progress. Click Done to finish.

     

    image-20240301-142135.png

     

You are done. All issues are updated with the new checklist value ✅

 

💡HINT: Please find more details on Bulk update here → https://support.atlassian.com/jira-service-management-cloud/docs/edit-multiple-issues-at-the-same-time/

☝🏼 NOTE: Make sure this rule is only enabled when you need it for the bulk update operation. Once the bulk update is completed, turn the rule off. Otherwise, it will constantly run the synchronization, and you don't need that as a normal checklist operation would suffer.

 

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