Add Checklist based on an Issue Field Value on Issue Creation
- Olena Brazhko (Unlicensed)
- Mariya Solovey
- Oleksandr Haiun
- Oleksandra Kravets
Add Smart Checklist Templates to your Issue based on Filed Value right after the Issue is created⚡️
☝🏼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
Automation rule setup
Go to Project Settings → Automation → click Create rule:
Automation in Project Settings
Create a trigger
2.1. Choose Work item created
2.2. Click Next
Add your Custom Value
3.1. Add component: Add a condition
3.2. Add a condition: Work item 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 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. Click Next
Add a Checklist or Template
4.1. Add component: Add an action
4.2. Choose Edit work item
4.3. Select Checklists field
4.4. Fill in the fields with one of the following values:
Choose fields to set | Checklists |
|---|---|
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 👉🏻 | {{project.properties."com.railsware.SmartChecklist.templateId.<Template_ID>"}}💡HINT: Read more about templates automation here → Use Templates in Automations |
4.5. Click Next
Name your new Automation and Turn it on
Name and turn on the rule
You're done! Now every time an Issue with a defined Custom Field value is created - a proper Checklist or Template will be added 🎉