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Add Checklist on Issue Creation

Add Checklist on Issue Creation

Add your custom Checklist every time the Issue is created ⚡️

This flow can also be achieved by the built-in Templates functionality of Smart Checklist.
Read more here → Set a Template as Default

☝🏼 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.
See example → Add Checklist on Issue Creation | Jira Automation with the Checklists custom field

Automation with Issue properties

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

  1. Create a trigger

2.1. Choose Issue created

2.2. Save trigger

 

  1. Define the Issue Type

3.1. Add component: Add a condition

3.2. Add a condition: JQL Condition

 

3.3. Add a JQL query for defining the Issue Type

issuetype = Bug

 

3.4. Save Condition

 

  1. Add a Checklist

4.1. Add component: Add an action

 

4.2. Add an action: Set entity property

 

4.3. Fill in the fields with the following values:

Entity type

Issue

Property Key

com.railsware.SmartChecklist.checklist

Property Value

 

Add Checklist in Markdown formatting 👉🏻

Add Checklist template 👉🏻

4.4. Save Action

 

  1. Name your new Automation and Turn it on

You're done! Now every time a Bug Issue is created - a proper Checklist will be added 🎉

Jira Automation with the Checklists custom field

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