Add Checklist based on an Issue Field Value on Issue Creation
- Olena Brazhko
- Oleksandr Haiun
- Oleksandra Kravets
Add Smart Checklist Templates to your Issue based on Filed Value right after the Issue is created⚡️
☝🏼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 based on an Issue Field Value on Issue Creation | 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 created
2.2. Save trigger
Add your Custom Value
3.1. Add component: Add a condition
3.2. Add a condition: Issue fields condition
3.3. Select the needed Issue Field
3.4. Choose the condition equals (in any order)
3.5. Add the value of your Custom Field
In this case, we will add a Checklist if the Issue contains a testing component.
You are free to choose a Custom Field value based on your needs 🙌🏻
3.6. Save Condition
Add a Checklist or Template
4.1. Add component: Add an action
4.2. Choose Set entity property
4.3. Fill in the fields with the following values:
Entity type | Issue |
Property Key | com.railsware.SmartChecklist.checklist |
Property Value |
|
Add Checklist items in Markdown formatting 👉🏻 | # Regression Testing
- Identify test cases
- Execute the test cases
- Record the results
- Document any defects found |
Add the template to the Smart Checklist 👉🏻 |
4.4. Save Action
Name your new Automation and Turn it on
You're done! Now every time an Issue with a defined Custom Field value is created - a proper Checklist or Template will be added 🎉