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Append Checklist Item(s) on Issue Transition

Owned by Jennifer Choban
Last updated: Sept 02, 2024
2 min read

This rule adds new (additional) items to the checklist when the issue transitions.

 

 

Limitations

If you are using Checklist for Jira ENTERPRISE , note that this rule will not respond to, and cannot add/update 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.

 

Modifications

This example 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 trigger because when new checklist items are added, an “issue updated” event is sent by Jira which will make the automation rule run repeatedly.

 

Append Checklist Item(s) 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.

    Trig.png

  5. Click New action and select Edit issue.

  6. Select the Checklist Text field from the dropdown and provide the details as follows:

    1. Type {{issue.Checklist Text}}in order to insert the existing checklist

    2. Add the new checklist items that you want to append.
      New list item one
      New list item two

      Act.png

  7. Click Save.

  8. Name the rule and click Turn it on.