To apply a checklist template to an issue through Automation, please use the Checklist Template custom field.
It is enough to set value for that field on an issue, and the Issue Checklist will apply the selected checklist automatically.
Find IDs for the Checklist Template custom field and the value you want to select, as presented on the screenshot below:
If the Checklist Template field is not available on the “Create Issue” screen, you can add it to the screen temporarily. |
Please note that if you update the list of templates, the IDs of the templates will change in the Checklist Template custom field. In that case, you need to update your Automation rule with the proper ID of the selected template. |
2. Add action to your Automation rule, using the IDs from the point above:
Once the checklist template is added to the issue, Issue Checklist removes the value set in point #2 above from the issue. It sends an “issue updated” event in Jira and might trigger your Automation rules to execute again. Please make sure the Automation rules have a proper condition and does not set Checklist Template back (to avoid circular update on an issue). |
If the Automation with setting checklist does not work, please start with testing the Checklist Template field manually:
Manual selection of the Checklist Template field value succeedsIf the above works correctly and you can see the checklist items, it means that the process works fine overall, but there is something wrong with your Automation rule. Maybe you picked an incorrect ID for the checklist template option? You might inspect the issue History tab to see if Automation did work and set value for the Checklist Template field. You can also inspect the Automation log if the rule failed and see what the reason was. Manual selection of the Checklist Template field value failsIf the above bullet point procedure does not work, then please check if the list of checklist templates as you can see them on the templates page/dialog is exactly the same as in the Checklist Template dropdown field. Checklist Template field is not synced with the list of templatesIf the list is different, please do the following:
Checklist Template field is synced with the list of templatesIn that case, if the manual selection of the value in Checklist Template dropdown still does not apply the template to the issue, please try the following:
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