Add a Checklist Template based on an Issue Field Value

Owned by Oleksandra Kravets
Last updated: Aug 27, 2024 by Mariya Solovey
3 min read

Add Smart Checklist Templates to your issues based on the Issue Filed Value ⚡️

 

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

  1. Create a trigger

2.1. Choose Field value changed

2.2. Choose a field or fields to monitor the changes and change type

2.3. Save trigger

 

  1. Add the Issue Value you want to monitor

3.1. Add component: Add a condition

3.2. Choose the field you want to monitor

3.3. Choose the condition

3.4. Type value

3.5. Save action

You are free to define your own Custom Value. In this case we will append the Template to the Smart Checklist if Issue contains the label with the onboarding value 🙌🏻

 

4. Add a Checklist Template

4.1. Add component: Add an action

4.2. Choose Set entity property

4.3. Fill in the fields with the following values:

Entity type

Issue

Property Key

com.railsware.SmartChecklist.checklist

Property Value

 

If you want to append the template to the Smart Checklist 👉🏻

{{issue.properties."com.railsware.SmartChecklist.checklist"}} {{project.properties."com.railsware.SmartChecklist.templateId.<Template_ID>"}}

If you want to append the Smart Checklist with the template 👉🏻

If you want to replace the Smart Checklist with the template 👉🏻

 

4.4. Put the ID of the Template you want to add instead of <Template_ID>

☝🏼NOTE: You can find the Template ID by going to Issue → Smart Checklist → 3 dots menu → Manage Templates → Expand the Template you are looking for → Copy the Template ID ✅

Check out more about Templates IDs here → Use Templates in Automations

4.5. Save Action


5. Name your new Automation and Turn it on

 

You're done! Now every time an Issue contains the onboarding label or other Issue Values - the proper template will be added to your Smart Checklist 🎉