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Add Checklist Items on Issue Creation

Add Checklist Items on Issue Creation

Automatically add Checklist when Issue is Created ⚡️

💡HINT: Automatically add a checklist template on issue creation with field value conditions by setting it as default. Read more → https://railsware.atlassian.net/wiki/spaces/CHK/pages/1294532651

Automation Action: Add Checklist Items new

You can use the Add Checklist Items action in Automation for Jira to import any Smart Checklist into an issue automatically.

Steps to setup automation rule:

  1. Go to Settings → Automation

  2. Open an existing rule or click Create rule to start a new one.

  3. If you are creating a new rule

    1. Select and configure a Trigger (e.g. Issue created).

    2. Add any required Conditions (e.g. Issue Type is Bug).

  4. When all conditions are set up, select Add an action

  5. Search for Add Checklist Items

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“Add Checklist Items“ automation action

  1. Click Connect

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  1. Add checklist items that you want automatically import to an issue in Markdown format

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💡HINT: Read more about checklist Markdown syntax here → https://railsware.atlassian.net/wiki/x/NwBnBQ

  1. Name your rule, save it, and turn it on

You're done!✅ Now every time the automation rule is triggered, the checklist will be imported.

 

Automation via Checklists Custom Field

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

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    Automation in Project Settings

  2. Create a trigger

2.1. Choose Work item created

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Work item created trigger

2.2. Click Next

  1. Define the Issue Type

3.1. Add component: Add a condition

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Condition component

3.2. Add a condition: JQL Condition

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JQL condition

3.3. Add a JQL query for defining the Issue Type

issuetype = Bug
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Specified JQL condition

3.4. Click Next

  1. Add a Checklist

4.1. Add component: Add an action

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Action component

4.2. Add an action: Edit work item

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Edit work item action

4.3. Select Checklists field

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Checklists field is selected

4.4. Fill in the fields with the following values:

Choose fields to set

Checklists

Choose fields to set

Checklists

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 → https://railsware.atlassian.net/wiki/spaces/CHK/pages/3921543201

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Value for the Checklists field

4.5. Click Next.

  1. Name your new Automation and Turn it on

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    Name and turn on the automation

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