Add a Checklist Template on Issue Transition
Add Smart Checklist Templates to your issues based on Issue Transition ⚡️
💡HINT: You can automatically add a checklist template on issue transition by setting template as default. Read more → Set a Template as Default
Automation Action: Import Checklist Template new
You can use the Import Checklist Template action in Automation for Jira to import any Smart Checklist template into an issue automatically.
You can automatically import both Project and Global templates, without limitations.
You can also add multiple actions to the same rule and arrange them in the required order if several templates need to be imported sequentially.
Steps to setup automation rule:
Go to Settings → Automation
Open an existing rule or click Create rule to start a new one.
If you are creating a new rule
Select and configure a Trigger (e.g. Issue transitioned).
Add any required Conditions.
When all conditions are set up, select Add an action
Search for Import Checklist Template
Click Connect
In the Template ID field, enter the ID of the template you want to import.
Name your rule, save it, and turn it on.
You're done!✅ Now every time the automation rule is triggered, the checklist template will be imported.
Automation via Checklists Custom Field
☝️NOTE: Automating checklist templates via “Checklists“ custom field works only with Project templates. To import Global template, use “Import Checklist Template“ automation action → Add a Checklist Template on Issue Transition | Automation Action: Import Checklist Template new
Go to Settings → Automation → click Create rule:
Automation in Project Settings
2. Create a trigger
2.1. Choose Work item transitioned
2.2. Choose From status (e.g. to do ) and To status (e.g. in progress )
2.3. Click Next
Add a Checklist Template
3.1. Add component: Add an action
3.2. Choose Edit work item
3.3. Select Checklists field
3.4. Fill in the fields with one of the following values:
Choose fields to set | Checklists |
|---|---|
If you want to append the template to the Smart Checklist 👉🏻 | {{issue.properties."com.railsware.SmartChecklist.checklist"}}
{{project.properties."com.railsware.SmartChecklist.templateId.<Template_ID>"}} |
If you want to replace the Smart Checklist with the template 👉🏻 | {{project.properties."com.railsware.SmartChecklist.templateId.<Template_ID>"}}
|
3.5. Put the ID of the Template you want to add instead of <Template_ID>
3.6. Click Next
Name your new Automation and Turn it on
Name and turn on the rule
You're done! Now every time an issue is transitioned from todo to in progress, the proper template will be added to your Smart Checklist 🎉
Template ID
To find the Template ID:
Open the Checklist Template you want to import and expand it.
The Template ID appears next to the template name.
If users will use the ID of the template they do not have access to, you will see an error in Audit log of the automation rule: