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Transition an Issue on Checklist Completion

Transition an Issue on Checklist Completion

Automatically transition an issue when checklist is completed ⚡️

 

Overview

You can automatically transition an issue when all checklist items are completed, saving time and reducing manual updates ✅

For example, move an issue to “Ready for Release” when the QA checklist is done, or transition it to “Done” when the Onboarding checklist is completed.

 

Automation rule setup

  1. Go to Settings → Automation → Click Create rule.

  2. Add a Trigger

    • Add Field value changed trigger

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

      image-20250319-155927.png
      Field value changed trigger

  1. Add condition to check if your Checklist is done

    • Add “{{smart values}} condition”

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

       

    • 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

 

  1. Add an action to transition an issue

    • Add “Transition work item“ action

      image-20250319-160504.png
      Transition work item action

    • Set Destination status: e.g. done

      image-20250319-160635.png
      Transition work item

 

  1. Name your rule, save it, and turn it on.

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