Add Smart Checklist Templates to your Issue based on Filed Value right after the Issue is created⚡️
Go to Project Settings → Automation → click Create rule:
Create a trigger
2.1. Choose Issue created
2.2. Save trigger
Add your Custom Value
3.1. Add component: Add a condition
3.2. Add a condition: Issue fields condition
3.3. Select the needed Issue Field
3.4. Choose the condition equals (in any order)
3.5. 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 🙌🏻
3.6. Save Condition
Add a Checklist or 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 |
|
Add Checklist items in Markdown formatting 👉🏻 | # Regression Testing - Identify test cases - Execute the test cases - Record the results - Document any defects found |
Add the template to the Smart Checklist 👉🏻 | {{project.properties."com.railsware.SmartChecklist.templateId.<Template_ID>"}}
💡HINT: Read more about templates automation here → Use Templates in Automations |
4.4. Save Action
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 🎉
💡HINT: This flow can also be achieved by using the Checklist custom field. Just follow these steps:
Set up a custom field →"Checklists" Custom Field set up
Navigate to Automations for Jira to create a rule
Choose the trigger Issues created
Add the Issue Field value you want to monitor
Choose the Edit issue fields action and pick the Checklists field
Add template to the checklist
Save the action
You are free to choose the way to set up the automation rule that suits you. Both flows will have the same outcome 🙌🏻
📫 Don’t hesitate to get in touch with us for any questions or feature requests!