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Add a Checklist Template based on an Issue Field Value

Add a Checklist Template based on an Issue Field Value

Owned by Oleksandra Kravets
Last updated: Mar 20, 2025 by Mariya Solovey
3 min read

Add Smart Checklist Templates to your issues based on the Issue Filed Value ⚡️

☝🏼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

1. Go to Project Settings → Automation → click Create rule:

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Automation in Project Settings

  1. Create a trigger

2.1. Choose Field value changed

2.2. Choose a field or fields to monitor the changes and change type

2.3. Click Next

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Field value changed trigger

  1. Add the Issue Value you want to monitor

3.1. Add component: Add a condition

3.2. Choose the field you want to monitor

3.3. Choose the condition

3.4. Type value

3.5. Click Next

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Work item fields condition component

You are free to define your own Custom Value. In this case we will append the Template to the Smart Checklist if Issue contains the label with the status:onboarding value 🙌🏻

4. Add a Checklist Template

4.1. Add component: Add an action

4.2. Choose Edit work item

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Edit work item action

4.3. Select Checklists field

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Checklists field is selected

4.4. Fill in the fields with one of the following values:

Choose fields to set

Checklists

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>"}}

💡HINT: Read more about templates automation here → Use Templates in Automations

If you want to replace the Smart Checklist with the template 👉🏻

{{project.properties."com.railsware.SmartChecklist.templateId.<Template_ID>"}}
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Value for the Checklists field

4.4. Put the ID of the Template you want to add instead of <Template_ID>

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Actual ID of the template 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 ✅

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Check out more about Templates IDs here → Use Templates in Automations

4.5. Click Next


5. Name your new Automation and Turn it on

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Name and turn on the rule

You're done! Now every time an Issue contains the status:onboarding label or other Issue Values - the proper template will be added to your Smart Checklist 🎉

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