Add Checklist Items on Issue Transition
- Olena Brazhko
- Oleksandr Haiun
- Mariya Solovey
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
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 🎉
Jira Automation with the Checklists custom field