Add Checklist on Issue Creation
- Olena Brazhko
- Oleksandr Haiun
- Oleksandra Kravets
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
Go to Project Settings → Automation → click Create rule:
Create a trigger
2.1. Choose Issue created
2.2. Save trigger
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
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
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 🎉