Checklist for Jira creates six custom fields which can be used with Jira automation to automatically execute Jira actions (i.e. transition an issue) in response to changes on the checklist; or to automatically add or update a checklist in response to changes on a Jira issue.
Sample Automation Rules
Limitations
The examples on this page refer to Company-managed (Classic) Jira projects. See this page for information about the limitations of using Automation in Team-managed (Next-gen) projects.
If an automation rule references the Checklist Text field, the Save checklist data to Jira custom fields global setting must be enabled for the rule to function.
Jira Service Management currently includes Automation and Legacy Automation. The examples on this page refer to Automation.
The Default Checklist feature is not compatible with automation rules that use the Issue Created trigger. Both actions depend on Jira’s Issue created notification and an order of operations error may occur.
Copying Checklist Text
If you need a to reference the text of a checklist in an automation rule, copy the contents of the checklist editor.
Finding Custom Field IDs
Log in as a Jira Administrator.
Go to Jira Settings > Issues > Custom fields.
Search for the indicated custom field.
Click the More menu (…) and select Edit Details.
Copy the URL of the page. The URL will end with the ID number of the custom field.
Custom fields can be duplicated by some errors or rare scenarios. If you are experiencing issues with accessing custom fields, make sure you are referencing the custom field that is currently used by Issue Checklist.