"Checklists" Custom Field set up
- Pavel Pavlovsky (Unlicensed)
- Oleksandr Haiun
- Mariya Solovey
How you may benefit from of the Smart Checklist Custom Fileds → Custom Field vs Issue Properties 🚀
Jira permissions needed: grant users Jira administrators global permissions to setup custom fields
☝🏼NOTE:
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 🎯
Adding the "Checklists" custom field will let you:
Setup Guide
Log in as a user with the JIRA Administrators global permission
Choose the Settings icon at the top right of the screen, then choose Issues. Select Fields → Custom Fields to open the 'Custom Fields' page. HINT: Keyboard shortcut: g + g + start typing custom fields
Click the Create custom field button
Select the Paragraph (supports rich text) type (previously Text, Multi-Line type).
Click the Next button to open the Configure ‘Paragraph (supports rich text)’ Field page
Set name to "Checklists". Make sure the name starts with the capital "C" and ends with the lowercase "s"
Click the Create button to open the Associate field to screens 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)
Associate all the right screens where you want to see the default Jira Checklist multi-line text editor
if you are new to the Jira Screens setup and just want to start using Checklist → just select all to be sure
if you have just one Jira Screens for all your actions → just select that one screen
if you have an advanced Jira Screens setup → select screens where you want to see Checklist
Click Update
Enjoy your Smart Checklist! 🚀
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 “Associate to Screens”
Proceed with steps (9) and (10)