Add a Checklist Template on Issue Transition
- Oleksandra Kravets
- Alex Vovchuk
- Mariya Solovey
- Olena Brazhko
Add Smart Checklist Templates to your issues based on Issue Transition ⚡️
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 🎉
💡HINT: This flow can also be achieved by using the Checklist custom field. Just follow these steps:
Set up a custom field →"Checklists" Custom Field set up
Navigate to Automations for Jira to create a rule
Choose the trigger Issue transitioned from to do to in progress
Choose the Edit issue fields action and pick the Checklists field
Add template to the checklist
Save the action
You are free to choose the way to set up the automation rule that suits you. Both flows will have the same outcome 🙌🏻