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Add Checklist on Issue Creation

Add Checklist on Issue Creation

Owned by Olena Brazhko (Unlicensed)
Last updated: Feb 19, 2025 by Oleksandr Haiun
3 min read

Add your custom Checklist every time the Issue is created ⚡️

This flow can also be achieved by the built-in Templates functionality of Smart Checklist.
Read more here → Set a Template as Default

☝🏼 IMPORTANT NOTE: Due to the upcoming transition to the Forge app, any automation relying on issue properties will need to be updated to use custom fields instead. Please review your automation rules and adjust them accordingly to ensure continued functionality.
See example → Add Checklist on Issue Creation | Jira Automation with the Checklists custom field

Automation with Issue properties

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

  1. Create a trigger

2.1. Choose Issue created

2.2. Save trigger

 

  1. Define the Issue Type

3.1. Add component: Add a condition

3.2. Add a condition: JQL Condition

 

3.3. Add a JQL query for defining the Issue Type

issuetype = Bug

 

3.4. Save Condition

 

  1. Add a Checklist

4.1. Add component: Add an action

 

4.2. Add an action: Set entity property

 

4.3. Fill in the fields with the following values:

Entity type

Issue

Property Key

com.railsware.SmartChecklist.checklist

Property Value

 

Add Checklist in Markdown formatting 👉🏻

# Bug verification - add steps to reproduce - indicate reporter - assign issue

Add Checklist template 👉🏻

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

💡HINT: Read more about templates automation here → Use Templates in Automations

4.4. Save Action

 

  1. Name your new Automation and Turn it on

You're done! Now every time a Bug Issue is created - a proper Checklist will be added 🎉

Jira Automation with the Checklists custom field

💡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 created

  4. Add a JQL query for defining the Issue Type

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

  6. Add checklists items to the field

    image-20240108-092151.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 🙌🏻

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