Add a Checklist to Service Management Issues for certain Issue types or Request types
- Olena Brazhko
- Oleksandr Haiun
- Mariya Solovey
- Oleksandra Kravets
Add Checklist for the certain Request types or Issue types in Jira Service Management ⚡️
☝🏼IMPORTANT NOTE: Due to the upcoming transition to the Forge app, any automation relying on issue properties will need to be updated to use custom fields instead. Please review your automation rules and adjust them accordingly to ensure continued functionality.
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:
Go to Project Settings → Automation → click Create rule:
Create a trigger
2.1. Choose Issue Created
2.2. Save trigger
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 specific Request Type 👉🏻 | issuetype = "New feature" AND "Request Type" = "Suggest a new feature"
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To make sure that JQL query is valid click “Validate query“ | |
Success ✅ | |
JQL is invalid ❌ |
3.4. Save condition
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 value |
|
Add Checklist items in Markdown formatting 👉🏻 |
|
Add Checklist template 👉🏻 |
4.4. Save action
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🎉