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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 applies a Checklist Template to an issue.

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Note

Limitations

If you are using Checklist for Jira

Status
colourBlue
titleENTERPRISE
, note that this rule cannot add a Global Checklist. Global Checklists are linked to issues via a checklist context.

Tip

Modifications

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

Apply Template

  1. Ensure the Apply checklist templates from issue labels global settingis enabled.

  2. Note the name of the template you wish to apply, and ensure that the name does not include spaces.

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    View file
    nameUNKNOWN_ATTACHMENT

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

  4. Click Create rule.

  5. Select the Field value changed trigger.

  6. Select the fields that will trigger the rule and click Save.

  7. Click New component and select New action. 

  8. Select Edit issue.

  9. Select Labels as the field to be edited, and enter the name of the template.

  10. Click Save.

  11. Name the rule and click Turn it on.