Add Checklist on Issue Creation
- Olena Brazhko
- Oleksandra Kravets
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
Go to Project Settings → Automation → click Create rule:
Create a trigger
2.1. Choose Issue created
2.2. Save trigger
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
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 👉🏻 | |
Add Checklist template 👉🏻 | 💡HINT: Read more about templates automation here → Use Templates in Automations |
4.4. Save Action
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 🎉