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Add Smart Checklist Templates to your Issue based on Filed Value right after the Issue is created⚡️

Requires Checklists Custom Field → "Checklists" Custom Field set up

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

  1. Create a trigger

  • Choose Issue created

  • Save trigger

  1. Add your Custom Value

  • Add component: Add a condition

  • Add a condition: Issue fields condition

  • Select your needed Custom Field

  • Choose the condition equals (in any order)

  • Add the value of your Custom Field

In this case, we will add a Checklist if the Issue contains a TESTING component. You are free to choose a Custom Field value based on your needs 🙌🏻

  • Save Condition

  1. Add a Checklist or Template

  • Add component: Add an action

  • Choose Set entity property

  • Fill in the fields with the following values:

Entity type

Issue

Property Key

com.railsware.SmartChecklist.checklist

Property Value

 

Add Checklist items in Markdown formatting 👉🏻

# Regression Testing 
- Identify test cases
- Execute the test cases
- Record the results
- Document any defects found

You can also automate Smart Checklist Templates in Automation rules 🚀

Read more here → Use Templates in Automations

  • Save Action

  1. Name your new Automation and Turn it on

You're done! Now every time an Issue with a defined Custom Field value is created - a proper Checklist or Template will be added 🎉

For any questions or feature requests contact us: smartchecklist@railsware.com.

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