Modify checklists on a Workflow Transition

In many use cases, processes might require adjusting checklist values during the Jira Issue workflow transition. For instance, in Software projects, after the Development checklist is completed - you might need to add an appropriate checklist for the QA process.

This can be easily done automatically with our “Modify Smart Checklist” workflow post-function. Read more on post-functions and Jira workflows and advanced workflows configuration.

Set up

1. Navigate to Workflow and press Edit

2. In the Diagram view click on the transition you want to change
   
   

   Open

   

    

3. Click Post Functions

4. Click Add post function
   
   

   Open

   

    

   NOTE: Make sure the postfuction it’s positioned and executed after the “Issue Created” or “Generic Event” event is fired, see below
   
   

   
   
   

5. Choose Modify Smart Checklist function and click Add
   
   
   

   You’ll see the post function configuration form
   
   

    

6. When done - click Add and don’t forget to publish Workflow.

7. Then you are set, enjoy automated checklist modification on a workflow transition!

Specify Actor-user on who's behalf execute checklist post function

Since v5.3.0 you can specify a user (an actor) on whose behalf post function might be executed.

Use Case

Assume that you have a Service Management project and you allow your customers to change Jira Issue status, while they don’t have Issue Edit permissions.

In that case, you may specify the proper user to run the post function and update the checklist who has proper permissions. Otherwise, the checklist won’t be applied as Customers don’t have edit permissions.

Configuration options