Add Checklist Items on Issue Transition
- Olena Brazhko (Unlicensed)
- Mariya Solovey
- Oleksandr Haiun
Add your custom Checklist every time the Issue is transitioned ⚡️
☝🏼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 → Migrating Smart Checklist to Forge
Steps to create Automation
Go to Project Settings → Automation → click Create rule
Automation in Project Settings
Create a trigger
2.1. Choose Work item transitioned
2.2. Choose From status (e.g. to do ) and To status (e.g. in progress )
2.3. Click Next
Add a Checklist
3.1. Add component: Add an action
3.2. Add an action: Edit work item
3.3. Select Checklists field
3.4. Fill in the fields with one of the following values:
Choose fields to set | Checklists |
|---|---|
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"}}# Definition of Done
- Peer review
- System testing
- Regression testing
- Documentation |
If you want to replace the Smart Checklist - just add Checklist items in Markdown formatting 👉🏻 | # Definition of Done
- Peer review
- System testing
- Regression testing
- Documentation |
If you want to replace the template to the Smart Checklist 👉🏻 | {{project.properties."com.railsware.SmartChecklist.templateId.<Template_ID>"}} |
If you want to append the Smart Checklist with the template 👉🏻 | {{issue.properties."com.railsware.SmartChecklist.checklist"}}
{{project.properties."com.railsware.SmartChecklist.templateId.<Template_ID>"}}💡HINT: Read more about templates automation here → Use Templates in Automations |
3.5. Click Next
Name your new Automation and Turn it on
Name and turn on the rule
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 🎉