Add Checklist on Issue Creation

Add Checklist on Issue Creation

Add your custom Checklist every time the Issue is created ⚑️

πŸ’‘HINT: This flow can also be achieved by the built-in Templates functionality of Smart Checklist.
Read more here β†’ Set a Template as Default

☝🏼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 β†’ Migrating Smart Checklist to Forge

Steps to create Automation

  1. Go to Project Settings β†’ Automation β†’ click Create rule:

    image-20250319-113249.png
    Automation in Project Settings
  1. Create a trigger

2.1. Choose Work item created

image-20250319-161712.png
Work item created trigger

2.2. Click Next

  1. Define the Issue Type

3.1. Add component: Add a condition

image-20250319-161821.png
Condition component

3.2. Add a condition: JQL Condition

image-20250319-161914.png
JQL condition

3.3. Add a JQL query for defining the Issue Type

issuetype = Bug
image-20250319-161958.png
Specified JQL condition

3.4. Click Next

  1. Add a Checklist

4.1. Add component: Add an action

image-20250319-162056.png
Action component

4.2. Add an action: Edit work item

image-20250319-162137.png
Edit work item action

4.3. Select Checklists field

image-20250319-162221.png
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 πŸ‘‰πŸ»

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

Add Checklist template πŸ‘‰πŸ»

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

πŸ’‘HINT: Read more about templates automation here β†’ Use Templates in Automations

image-20250319-162306.png
Value for the Checklists field

4.5. Click Next.

  1. Name your new Automation and Turn it on

    image-20250319-162401.png
    Name and turn on the automation

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