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New Feature Announcement

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titleenterprise

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Status
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titlePro

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Note

These rules can be used to modify Local Checklists. In Checklist for Jira

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titleENTERPRISE
, only Jira Admins can modify a Global Checklists.

Table of Contents

Company-Managed Projects

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

  2. Navigate to Project Settings > Workflows

  3. Click the pencil icon to edit the workflow.

  4. Select Diagram mode and click on the transition where you want to add the post function.

  5. Click on Post Functions.

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  6. Click Add post function.

  7. Select Update Issue Custom Field.

  8. Select the Checklist Text custom field.

  9. 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.

  10. If you want the new checklist items to be appended to the existing checklist, check the Append value checkbox. If the box is unchecked, the new checklist will replace the existing checklist.

  11. Click Add.

  12. Click Publish draft to save the changes.

  13. Test the post function by transitioning an issue. The new checklist items will appear.

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