"Checklists" Custom Field set up
- Pavel Pavlovsky (Unlicensed)
- Oleksandr Haiun
- Mariya Solovey
How you may benefit from of the Smart Checklist Custom Fileds โ Custom Field vs Issue Properties ๐
Jira permissions needed: grant users Jira administrators global permissions to setup custom fields
โ๐ผNOTE:
With the Forge version of Smart Checklist, both the Checklists and Smart Checklist Progress custom fields will be created automatically - no manual setup is required.
However, if these fields were already created manually or during JCMA migration, they will not be replaced. Your existing setup will remain unchanged.
Purpose ๐ฏ
Adding the "Checklists" custom field will let you:
Setup Guide
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Log in as a user with theย JIRA Administratorsย global permission
Choose theย Settings iconย ย at the top right of the screen, then chooseย Issues. Selectย Fields โ Custom Fieldsย to open the 'Custom Fields' page. HINT: Keyboard shortcut:ย g + g +ย start typingย custom fields
Click theย Create custom fieldย button
Select the Paragraph (supports rich text) type (previously Text, Multi-Line type).
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Click the Next button to open the Configure โParagraph (supports rich text)โ Field page
Set name to "Checklists". Make sure the name starts with the capital "C" and ends with the lowercase "s"
Click theย Createย button to open theย Associate field to screensย page
You will receive an "Associate field Checklists to screens" dialog
if you happen to skip this step or want to get back to Jira Screens set up a bit later - click Update button and follow the steps from the section Setting up Checklist Jira Screens later (after adding the field)
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Associate all the right screensย where you want to see the default Jira Checklist multi-line text editorย
if you are new to the Jira Screens setup and just want to start using Checklist โ just select all to be sure
if you have just one Jira Screens for all your actions โ just select that one screen
if you have an advanced Jira Screens setup โ select screens where you want to see Checklist
Click Update
Enjoy your Smart Checklist! ๐
Setting up Checklist Jira Screens later (after adding the field)
Go to Custom Fields. See steps (1) and (2) above
Find the "Checklists" field. Click on 3 dots and select โAssociate to Screensโ
Proceed with steps (9) and (10)