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New Feature Announcement

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

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

This rule allows you to replace the current checklist item(s) with a new item(s) when the issue transitions.

Table of Contents

Note

Limitations

This example refers to Company-managed (Classic) Jira projects. See this page for information about using Automation in Team-managed (Next-gen) projects.

If you are using Checklist for Jira

Status
colourBlue
titleENTERPRISE
, note that this rule will not respond to, and cannot replace items in Global Checklists. The rule uses the Checklist Text custom field. Global Checklists are not saved to the custom field and therefore cannot be referenced by the automation rule.

Tip

Modifications

This examples uses the Issue transitioned trigger. You can modify the rule to use another trigger such as Field value changed. Do not use the generic Issue updated triggerbecause when new checklist items are added, an “issue updated” event is sent by Jira which will make the automation rule run repeatedly.

Replace Checklist Items on Issue Transition

  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 Issue transitioned trigger and the appropriate from and to statuses. Click Save.

    Image RemovedTrig.pngImage Added

  5. Click New action and select Edit issue.

    Image Removed

  6. Select the Checklist Text field from the dropdown and provide the replacement , formatted, checklist items: [] New list item one

    Image Removed

    .

    Act.pngImage Added

  7. Click Save.

  8. Name the rule and click Turn it on.