Add Checklist Items on Issue Transition
- Olena Brazhko
- Mariya Solovey
- Oleksandr Siryi (Unlicensed)
Add your custom Checklist every time the Issue is transitioned ⚡️
Go to Project Settings → Automation → click Create rule
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
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
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 🎉
💡HINT: This flow can also be achieved by using the Checklist custom field. Just follow these steps:
Set up a custom field →"Checklists" Custom Field set up
Navigate to Automations for Jira to create a rule
Choose the trigger Issue transitioned from to do to in progress
Choose the Edit issue fields action and pick the Checklists field
Add checklists items to the field
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 🙌🏻