Apply Template using automation/integration tools
- Mariya Solovey
- Oleksandr Haiun
- Oleksandra Kravets
Add Smart Checklist Templates to your issues via different tools available in Jira - ScripRunner for Jira, Automation for Jira, JMWE.
Contents 👇🏼
Steps on how to apply the Smart Checklist Template via Automation for Jira
💡HINT: This is just an example of a use case with Issue created trigger. You can select any other available trigger based on your needs.
Create a personal access token
Navigate to User icon → Profile → Personal Access Tokens → Create Token
Copy token value
Go to Project Settings → Project Automation → click Create rule: (or go to Administration → System → Automation rules → click Create rule: )
Create a trigger
Choose Issue created
Save
Add component - New action
Choose Send web request as the first action.
Fill in the fields with the following values:
Webhook URL | http://Jira_base_URL/rest/railsware/1.0/checklist?issueKey={{issue.key}} |
|---|---|
Headers | Header Name: Example: |
HTTP method | GET |
Webhook body | Empty |
Wait for Response | Check this option |
c. Save
Add component - New action
Choose Send web request as the second action
Fill in the fields with the following values:
Webhook URL | Where |
|---|---|
Headers |
|
Authorization | Bearer + token (mentioned in step 1) |
HTTP method | POST |
Webhook body | Empty |
Wait for Response | Don’t check this option |
☝🏼NOTE: You can find the Template ID by going to Issue → Smart Checklist → 3 dots menu → Manage Templates → Expand the Template you are looking for → Copy the Template ID ✅
Or going to Jira Administration → Manage apps → Smart Checklist Settings → Templates tab → Find needed template → Click on the Template you are looking for → Copy the Template ID ✅
Check out more about Templates IDs here →Use Templates in Automation tools
c. Save
Name your new Automation and Turn it on
You're done! Now every time an issue is created, the proper template will be added to your Smart Checklist 🎉
Steps on how to apply the Smart Checklist template via ScriptRunner
Go to Jira Administration → ScriptRunner → Console
Add the following script:
Where testIssueKey and templateId should be changed accordingly.
Click Run
Steps on how to apply the Smart Checklist template via JMWE
Navigate to Jira Administration → Manage apps → Jira Misc Workflow Extensions Settings → Select Groovy console
Add the following script:
Where testIssueKey and templateId should be changed accordingly.
Click the
Test Groovy scriptbuttonEnter Issue Key where you want to apply template → Click Test
You will see a message 🚀