Add a Checklist Template on Issue Transition
- Oleksandra Kravets
- Oleksandr Haiun
- Mariya Solovey
Add Smart Checklist Templates to your issues based on Issue Transition ⚡️
☝🏼 IMPORTANT NOTE: Due to the upcoming transition to the Forge app, any automation relying on issue properties will need to be updated to use custom fields instead. Please review your automation rules and adjust them accordingly to ensure continued functionality.
See example → Add a Checklist Template on Issue Transition | Jira Automation with the Checklists custom field
Automation with Issue properties
Go to Project Settings → Automation → click Create rule:
2. Create a trigger
2.1. Choose Issue transitioned
2.2. Choose From status (e.g. to do ) and To status (e.g. in progress )
2.3. Save
Add a Checklist Template
3.1. Add component: Add an action
3.2. Choose Set entity property
3.3. Fill in the fields with the following values:
Entity type | Issue |
Property Key | com.railsware.SmartChecklist.checklist |
Property Value |
|
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 append the Smart Checklist with the template 👉🏻 | |
If you want to replace the Smart Checklist with the template 👉🏻 |
|
3.4. Put the ID of the Template you want to add instead of <Template_ID>
☝🏼NOTE: You can find the Template ID by going to Issue → Smart Checklist → 3 dots menu → Manage Templates → Expand the Template you are looking for → Copy the Template ID ✅
Check out more about Templates IDs here → Use Templates in Automations
3.5. Save Action
Name your new Automation and Turn it on
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 🎉