Add Checklist on Issue Creation
- Olena Brazhko (Unlicensed)
- Mariya Solovey
- Oleksandr Haiun
- Oleksandra Kravets
Add your custom Checklist every time the Issue is created ⚡️
💡HINT: 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: Automations using entity properties no longer work with the Forge app. Please update your setup to use the Checklists custom field instead.
Learn more → Migrating Smart Checklist to Forge
Steps to create Automation
Go to Project Settings → Automation → click Create rule:
Automation in Project Settings
Create a trigger
2.1. Choose Work item created
2.2. Click Next
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. Click Next
Add a Checklist
4.1. Add component: Add an action
4.2. Add an action: Edit work item
4.3. Select Checklists field
4.4. Fill in the fields with the following values:
Choose fields to set | Checklists |
|---|---|
Add Checklist in Markdown formatting 👉🏻 | # Bug verification
- add steps to reproduce
- indicate reporter
- assign issue |
Add Checklist template 👉🏻 | {{project.properties."com.railsware.SmartChecklist.templateId.<Template_ID>"}}💡HINT: Read more about templates automation here → Use Templates in Automations |
4.5. Click Next.
Name your new Automation and Turn it on
Name and turn on the automation
You're done! Now, every time a Bug Issue is created - a proper Checklist will be added 🎉