Add a Checklist to Service Management Issues for certain Issue types or Request types

Owned by Olena Brazhko
Last updated: Jan 08, 2024 by Oleksandra Kravets
3 min read

Add Checklist for the certain Request types or Issue types in Jira Service Management ⚡️

Issue types can have several Request types. To be sure that you specify the right condition in the automation rule - check whether you want to add a Checklist to the Issue type or Request type. To check what Issue/Request types you have, go to the Project Settings → Issue types/Request types.

In the example below you can see that issue type New Feature has two Request types: Suggest a new feature and Suggest improvement:

 

  1. Go to Project Settings → Automation → click Create rule:

  1. Create a trigger

2.1. Choose Issue Created

2.2. Save trigger

 

  1. Specify Issue type or Request type

3.1. Add component: Add a condition

3.2. Choose JQL condition

3.3. Add filter per Issue/Request Type

If you need to add a Checklist to the Issue Type with any Request Type 👉🏻

issuetype = "New feature"

If you need to add a Checklist to the Issue Type with any Request Type 👉🏻

issuetype = "New feature"

If you need to add a Checklist to the specific Request Type 👉🏻

issuetype = "New feature" AND "Request Type" = "Suggest a new feature"

 

To make sure that JQL query is valid click “Validate query“

Success ✅

JQL is invalid ❌

3.4. Save condition

 

  1. Add a Checklist

4.1. Add component: New action

4.2. Choose Set entity property

4.3. Fill in the fields with the following values:

Property Key

Property Key

Property value

 

Add Checklist items in Markdown formatting 👉🏻

 

Add Checklist template 👉🏻

💡HINT: Read more about templates automation here → Use Templates in Automations

4.4. Save action

 

  1. Name your new Automation and Turn it on

 

You're done! Now every time a New feature Issue is created - a proper Checklist will be added to Jira Service Management Issues🎉