Add a Checklist Template on Issue Transition
- Oleksandra Kravets
- Mariya Solovey
- Oleksandr Haiun
Add Smart Checklist Templates to your issues based on Issue Transition ⚡️
☝🏼IMPORTANT NOTE: Automations using entity properties no longer work with the Forge app. Please update your setup to use the Checklists custom field instead.
Learn more → Migrating Smart Checklist to Forge
Steps to create Automation
Go to Project 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>
☝🏼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
3.6. 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 🎉