/
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 → Automation → Create rule.

image-20250319-113249.png
Automation in Project Settings

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

image-20250319-153537.png
Work item created trigger

Add a condition based on field value

  1. Click Add component → Add a condition.

image-20250319-153922.png
Condition component

  1. Choose Work item fields condition.

image-20250319-154042.png
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.

image-20250319-154439.png
Work item fields condition component

  1. Click Next.

 

Add Checklist content

There are two ways to add Smart Checklist content.

Option A - Use Edit work item → Checklists field

  1. Click Add component → Add an action.

image-20250319-154659.png
Action component

  1. Choose Edit work item.

image-20250319-154819.png
Edit work item action

  1. Select the Checklists field.

image-20250319-155058.png
Checklists field is selected

  1. Fill it with one of the following:

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

image-20250319-155206.png
Checklist in Markdown

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

image-20250319-155323.png
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 🎉



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 → Add an action.

  2. Search for and select Add Checklist Items.

Screenshot 2026-02-24 at 18.33.57.png

  1. Click Connect.

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

Screenshot 2026-02-24 at 18.35.43.png

💡HINT: Read more about checklist Markdown syntax → 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! ✅ Now every time the automation rule is triggered, the checklist will be imported.

 

Which option should I choose?

  • Edit work item → 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.