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Add Checklist based on an Issue Field Value on Issue Creation

Add Checklist based on an Issue Field Value on Issue Creation

You can automatically add a Smart Checklist (or template) to newly created issues based on any field value ⚑️

Set up the automation rule

  1. Go to Project settings β†’ Automation β†’ Create rule.

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Automation in Project Settings

  1. Trigger: choose Work item created and click Next.

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Work item created trigger

Add a condition based on field value

  1. Click Add component β†’ Add a condition.

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Condition component

  1. Choose Work item fields condition.

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Work item fields condition

  1. Select the field you want to check (e.g. Component or a Custom field).

  2. Set condition to equals (in any order) and specify the value.
    Example: add a checklist only if the issue has a Testing component.

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Work item fields condition component

  1. Click Next.

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Add Checklist content

There are two ways to add Smart Checklist content.

Option A - Use Edit work item β†’ Checklists field

  1. Click Add component β†’ Add an action.

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Action component

  1. Choose Edit work item.

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Edit work item action

  1. Select the Checklists field.

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Checklists field is selected

  1. Fill it with one of the following:

Add Checklist items in Markdown formatting πŸ‘‰πŸ»

# Regression Testing - Identify test cases - Execute the test cases - Record the results - Document any defects found

Add the template to the Smart Checklist πŸ‘‰πŸ»

{{project.properties."com.railsware.SmartChecklist.templateId.<Template_ID>"}}

πŸ’‘HINT: Read more about templates automation here β†’ Use Templates in Automations

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Checklist in Markdown

  1. Click Next, then Name your rule and Turn it on.

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Name and turn on the rule

You’re done! Every time an issue with the defined field value is created, the appropriate checklist or template is added πŸŽ‰



Option B - Use Add Checklist Items automation action new

Use this when you prefer the dedicated Smart Checklist action and want to work purely with Markdown.

Steps to setup automation rule:

  1. In the same rule, click Add component β†’ Add an action.

  2. Search for and select Add Checklist Items.

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  1. Click Connect.

  2. Add the checklist items you want to import in Markdown format

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πŸ’‘HINT: Read more about checklist Markdown syntax β†’ https://railsware.atlassian.net/wiki/x/NwBnBQ

  1. Name your rule (or keep the existing name), save it, and Turn it on.

You're done! βœ… Now every time the automation rule is triggered, the checklist will be imported.

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Which option should I choose?

  • Edit work item β†’ Checklists (Option A)

    • Best when you’re already editing other fields.

    • Required if you want to apply a template by ID.

  • Add Checklist Items action (Option B)

    • Best when you want a dedicated, focused checklist action.