Problem
I want to add a checklist to an issue once Labels is added to it.
Prerequisites
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Ensure the Save checklist data to Jira custom fields
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Once Save checklist data to Jira custom fields is enabled, the checklist will be available in plain text in the Checklist Text custom field.
Make sure to have the Checklist Text custom field added to the screen: Add custom field to a screen
After the custom field is added, you can hide it from the screen.
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Automation to add the checklist
This example will guide you to add a checklist to the issue once a Label is linked to it.
Go to Automation settings (either global setting is enabled and that the Checklist Text field is on the issue screen.
Navigate to Project Settings > Automation (or Jira Settings > System > Automation rules or Project Settings > Automation).
Click Create a new rule for your AutomationIt will appear various components to choose from. Type field and then select Field value changed.
On the next screen, it will need to choose which field will be monitored. Select Labels. In the following example, it will check All issue operations. Then click on Save.
On the Add component screen, select New condition and then Issue fields condition.
Use the following condition for a specific item. In this case, is the first item of the Checklist and the action will be to change the status from TO DO to IN PROGRESS.
Configure the Issue fields condition like the following example and then click on Save.
After that, add a New condition as a component again. This new condition will check if the field has been changed and then will trigger the automation.
Select Advanced compare condition, type the condition as the following example, and then Save it.
Add a New action to the automation rule. The new action must be an Edit issue.
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11. Choose the Checklist Text field to be edited and then type on the text box the items related to the checklist.
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12. Finally, name your automation.
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Select the Field Value Changed and select Labels as the field to monitor. Click Save.
Click New component and select New condition.
Select Issue fields condition.
Select the Labels field and Contains any of from the dropdown. Enter the appropriate label. Click Save.
Click New component and select New action.
Select Edit issue.
Select Checklist Text custom field in the dropdown. Paste in a formatted checklist. The easiest way to do this is to prepare a checklist on an issue and then copy it from the checklist editor. Click Save.
Name the rule and click Turn it on.