Add a Checklist Template based on an Issue Field Value

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

Contents👇🏼

1 Automation Action: Import Checklist Template new
2 Automation via Checklists Custom Field
3 Template ID

Automation Action: Import Checklist Template new

You can use the Import Checklist Template action in Automation for Jira to automatically import any Smart Checklist template into an issue.

You can automatically import both Project and Global templates, without limitations.

You can also add multiple actions to the same rule and arrange them in the required order if several templates need to be imported sequentially.

Steps to setup automation rule:

Go to Settings → Automation
Open an existing rule or click Create rule to start a new one.
If you are creating a new rule
1. Select and configure a Trigger (e.g. Field value changes).
2. Add any required Conditions.
When all conditions are set up, select Add an action
Search for Import Checklist Template

Import Checklist Template automation action

Click Connect

Connect Import Checklist Template action

In the Template ID field, enter the ID of the template you want to import.

Set the Template ID

Name your rule, save it, and turn it on.

🎉 You're done! Now every time the automation rule is triggered, the checklist template will be imported.

If users will use the ID of the template they do not have access to, you will see an error in Audit log of the automation rule:

Error message in the Audit log for invalid Template ID from different project

Automation via Checklists Custom Field

☝️NOTE: Automating checklist templates via “Checklists“ custom field works only with Project templates. To import Global template, use “Import Checklist Template“ automation action → Add a Checklist Template based on an Issue Field Value | Automation Action: Import Checklist Template new

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

Automation in Project Settings

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. Click Next

Field value changed 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. Click Next

Work item fields condition component

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 Edit work item

Edit work item action

4.3. Select Checklists field

Checklists field is selected

4.4. Fill in the fields with one of the following values:

Choose fields to set	`Checklists`

Choose fields to set	`Checklists`
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>"}}` 💡HINT: Read more about templates automation here → Use Templates in Automations
If you want to replace the Smart Checklist with the template 👉🏻	`{{project.properties."com.railsware.SmartChecklist.templateId.<Template_ID>"}}`

Value for the Checklists field

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

Actual ID of the template instead of <Template_ID>

4.5. Click Next

5. Name your new Automation and Turn it on

Name and turn on the rule

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 🎉

Template ID

To find the Template ID:

Open the Checklist Template you want to import and expand it.
The Template ID appears next to the template name.