New checklist storage & migration
Overview
Starting from version 5.0.0 we introduce a new checklist data storage for Server and Data Center.
From the very beginning, our addon provided a smooth experience for administrators to install add-on and start using Checklists on Jira instance with no additional configuration.
We used Jira Issue Property as the main storage for checklist data. Installing “Checklists” and “Smart Checklist Progress” custom fields allowed users to get access to some extended features. Check https://railsware.atlassian.net/wiki/spaces/CHKSDC/pages/2349925102 documentation.
But due to the growing user’s demand for new features and improvement for already existing - we introduce new storage based on the client Jira database and custom field “Smart Checklist” of a unique type.
Benefits it brings
Custom Statuses implementation
Improved search functions
Checklist view in Search, Jira Dashboard, and Confluence Jira widgets
Better support for Jira Server → Cloud migration
With these changes, Jira issue property com.railsware.SmartChecklist.checklist is not supposed to be the main checklist storage. But, if you have an Automation set up to read/write checklists - you may still use this property along with “Checklists” custom field
Migration
Before applying migration to v5.0+ on the Production instance make sure it’s tested on your Test or Dev instance
For the new users - no action required. While installing an addon - a new field is installed automatically and Smart Checklist start saving data there right away
For existing users - once you manually access your Jira tickets with checklists they will be migrated to new storage. You may also initiate a migration process to transfer your historical checklist at once. Good news - it’s just a matter of one click!
Note: Admin permissions required.
Steps
Navigate to Admin console
Smart Checklist Settings → Global Settings
Click ”Migrate in the “Migrate” section.
Done!
It may take some time to migrate data on instances with a big amount of projects.
“Re-start Migration” will re-synchronize all available checklist storages (custom fields). Might be useful for existing customers who want to change old “Checklists” and “Smart Checklist” custom fields configured manually to new fields added by the addon.
Note: if you want to overwrite existing checklists in the database that were already migrated - use “Force existing checklists update”. That is useful, for instance, if you used to work on version 5.0+, then switched back to 4.16 (old storage) and then updated back to 5.0+.
