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Add Checklist Items on Issue Transition

Add Checklist Items on Issue Transition

Add your custom Checklist every time the Issue is transitioned ⚡️

☝🏼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 Items on Issue Transition | 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 transitioned 

 

2.2. Choose From status (e.g. to do ) and To status (e.g. in progress )

2.3. Save trigger

 

  1. Add a Checklist

3.1. Add component: Add an action

3.2. Add an action: Set entity property

 

3.3. Fill in the fields with the following values:

Entity type

Issue

Property Key

com.railsware.SmartChecklist.checklist

Property Value

 

If you want to append Checklist Items - add the following at the beginning and Checklist items in Markdown formatting 👉🏻

{{issue.properties."com.railsware.SmartChecklist.checklist"}}

If you want to replace the Smart Checklist - just add Checklist items in Markdown formatting 👉🏻

If you want to replace the template to the Smart Checklist 👉🏻

If you want to append the Smart Checklist with the template 👉🏻

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

If you want to append the Smart Checklist with the template 👉🏻

3.4. Save Action

 

  1. Name your new Automation and Turn it on

You're done! Now every time an issue is transitioned from to do to in progress, the proper checklist will be appended to your issue 🎉

Jira Automation with the Checklists custom field

 

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