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Global Checklists are currently in BETA and will be available in Issue Checklist for Jira

Status
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titleENTERPRISE
once released. Contact our support team if you currently use Issue Checklist for Jira
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titlePRO
would like to participate in the Beta.

These rules reopen an issue if the checklist becomes incomplete. Due to differences in how custom fields work, the process is differ depending on whether you are using the

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titlefree
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titlepro
, or
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colourBlue
titleenterprise
app, and whether you are using Team-managed or Company-managed projects.

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Reopen Issue If Local Checklist Becomes Incomplete
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titlefree
Status
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titlepro
Anchor
First
First

Note

Limitations

The rule below will only work for Company-managed projects. See the second rule if you are using a Team-managed project. You can also find more information about using automation in Team-managed on this page.

The rule below will only check the completion Local Checklists only. If you are using Issue Checklist for Jira

Status
colourBlue
titleenterprise
and want to check the combined completion status of both Local and Global Checklists, use the second rule.

  1. Ensure the Save local checklist items to Jira custom fields global setting is enabled.

  2. Navigate to Project Settings > Automation (or Jira Settings > System > Automation rules).

  3. Click Create rule.

  4. Select the Field value changed trigger.

  5. Select the Checklist Completed field in the first dropdown and Edit issue in the second list. Click Save.

    Image RemovedTrig.pngImage Added

  6. Click New condition and select Issue fields condition.

  7. Select Checklist Completed from the list of fields. Select equals in the condition dropdown, and Not Completed in the value text box. Click Save.

    Image RemovedCon.pngImage Added

  8. Select New action and Transition issue. Select the appropriate status and click Save.

    Image RemovedCon.pngImage Added

  9. Name the rule and click Turn it on.

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Note

Limitations

  • If you use the

    Status
    colourBlue
    titleenterprise
    app, and have Global Checklists enabled, then changes to checklists will not trigger the Jira issue updated webhook, and therefore cannot be used to trigger automation. As a workaround, you can create an automation rule that runs on schedule to check if any checklists have become incomplete.

  • The rule below will only work for both Company-managed and Team-managed projects. The rule below will check the combined completion status of both Local and Global Checklists. If you want to check the completion status of Local Checklists only, use the first rule.

  1. Navigate to Project Settings > Automation (or Jira Settings > System > Automation rules).

  2. Click Create rule.

  3. Select the Scheduled trigger and select the appropriate time interval and JQL to identify the issues. Click Save.

    Image RemovedSched.pngImage Added

  4. Click New condition and select Advanced compare condition.

  5. Put {{issue.Checklist Progress}} as the First value; does not equal as the Condition; and Empty as the Second value. This will ensure that the rule is only applied to issues that have checklists. Click Save.

    Image RemovedNotEmpty.pngImage Added

  6. Click New condition and select Advanced compare condition.

  7. Put {{issue.Checklist Progress %}} as the First value; does not equal as the Condition; and 100.0 as the Second value. This will check for issues where the checklist is incomplete. Click Save.

    Image RemovedCompare.pngImage Added

  8. Select New action and Transition issue. Select the appropriate status and click Save.

    Image RemovedTransition.pngImage Added

  9. Name the rule and click Turn it on.

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