Add Checklist Items on Issue Transition

Owned by Olena Brazhko
Last updated: Aug 27, 2024 by Mariya Solovey
3 min read

Add your custom Checklist every time the Issue is transitioned ⚡️

 

  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 🎉

 

💡HINT: This flow can also be achieved by using the Checklist custom field. Just follow these steps:

  1. Set up a custom field →"Checklists" Custom Field set up

  2. Navigate to Automations for Jira to create a rule

  3. Choose the trigger Issue transitioned from to do to in progress

  4. Choose the Edit issue fields action and pick the Checklists field

  5. Add checklists items to the field

  6. 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 🙌🏻