Import checklist from My ToDo, Elements Checklist

How it works:

1. Navigate to Administration → Manage apps → Smart Checklist Settings.

2. Click on the "Import Checklists" tab.

3. Select an app to import from the list:

   1. My ToDo;

   2. Elements Checklist.

4. Click on the first tab link that redirects you to the "Projects" tab.

5. Toggle Smart Checklist on for the projects for which the import needs to be done.

6. Come back to the "Import Checklists" tab.

7. Select an app to import from the list one more time (My ToDo/Elements Checklist)

8. Choose one option to import:

   1. Override existing Smart Checklist items - will replace checklist items that you already have in Smart Checklist with the ones from another app.

   2. Append to existing Smart Checklist items - will add checklist items from another app to the bottom of the checklist that you already have.

   3. Add to issues with empty Smart Checklists data only - will run import only for the issues where Smart Checklist is empty. Checklists from the other app will be added.

9. Click "Run import". The import will start.

10. You will see the progress bar for the import. The importing process will take some time.

11. Once it is completed, the date and time of the last import will be displayed. A message with the number of successfully/not migrated checklists will be shown. Additionally, you'll see a link to the detailed log that could be downloaded.

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Clicking the Acknowledge button will hide the import progress bar and details of the last import.

To run import one more time do the same steps as described below and click “Re-run import”.

If the source plugin is not installed on the instance you will see this option as grey with a “not installed” tag and it will not be possible to select it from the list.

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Migration using API

There is also an option to run the import from another app on a project basis. It can be inconvenient for users to ask the admin to enable/disable all other projects on the settings page, so there is a possibility to run project migration by project admin when it is needed. It can be done using the REST API endpoint.

Start the migration via REST API and check that only selected projects are migrated:

POST /rest/railsware/1.0/migration

Body parameters (application/json) - list of JSON objects:

• migrationOption: string

• migrationType: string

• projectIds: number (optional)

Example

Run migration from Elements Checklist app to Smart Checklist with override option for 2 projects:

Formatting

You can find the direct formatting conversions that will be applied to checklists during import in this table:

Attribute types

Elements Checklist in its panels can have a structure with different attribute types.

Each checklist panel can have a combination of attribute types. Please find some notes you need to consider before starting the import:

• If you want to see Elements Checklist items with a checkbox in Smart Checklist after migration, always add the Checkbox attribute type to the panel.

• If Checkbox attribute type doesn’t exist in the panel of Elements Checklist, items will be imported and displayed as a raw text without a checkbox.

• The name of all attribute types that are configured for the panel will be rendered in a row separated by | with h6 header (like ###### Single text | Component | Date | Issue | Test Number | Version | User mention | Select)

• All values for the attribute types that are configured for the panel will be rendered in a row separated by |

• Every issue can have multiple panels configured. If this is true, after migration each panel will be rendered with a Panel name as an h3 header. The name of these attributes will be rendered in a row separated by | as h6 header and only items after that

• We do not support template migration from Elements Checklist

Check how configured Elements Checklist panels for issue types will be rendered and displayed in Smart Checklist: