Add a Checklist Template based on an Issue Field Value
- Oleksandra Kravets
- Oleksandr Haiun
- Mariya Solovey
- Olena Brazhko
Add Smart Checklist Templates to your issues based on the Issue Filed Value ⚡️
☝🏼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 a Checklist Template based on an Issue Field Value | Jira Automation with the Checklists custom field
Automation with Issue properties
1. Go to Project Settings → Automation → click Create rule:
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
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>
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 🎉