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Transition an Issue on Checklist Completion

Transition an Issue on Checklist Completion

Owned by Olena Brazhko (Unlicensed)
Last updated: Mar 25, 2025 by Mariya Solovey
2 min read

Requires Smart Checklist Progress Custom Field → "Smart Checklist Progress" Custom Field set up

Automation rule setup

  1. Go to Project Settings → Automation → click Create rule:

    image-20250319-113249.png
    Automation in Project Settings

  2. Create a trigger

2.1. Choose Field value changed

2.2. Add "Smart Checklist Progress" field to monitor for changes and "Edit work item" as for operator

2.3. Click Next

image-20250319-155927.png
Field value changed trigger

  1. Check if your Checklist is done

3.1. Add component: Add a condition → Advanced compare condition

image-20250319-160121.png
{{smart values}} condition component

3.2. Fill in the fields with the following values:

First value

{{issue.Smart Checklist Progress}}

First value

{{issue.Smart Checklist Progress}}

Choose condition

exactly matches regular expression

Regular expression

(^$|.*Done)
image-20250319-160329.png
{{smart values}} condition set up

3.3. Click Next

 

  1. Transition Work item

4.1. Add component: Add an action → Transition work item

image-20250319-160504.png
Transition work item action component

4.2. Set Destination status: e.g. status:done

image-20250319-160635.png
Transition work item

4.3. Click Next

  1. Name your new Automation and Turn it on

    image-20250319-160746.png
    Name and turn on the rule

You're done! Now every time all Checklist items are completed the Issue will be transitioned to status:done 🎉

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