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Create Checklist from Email Request

Owned by Jennifer Choban
Last updated: Sept 16, 2024
2 min read

This rule allows you to convert an email request into checklist.

 

Limitations

If you are using Checklist for Jira ENTERPRISE , note that this rule cannot be used to create or modify Global Checklists.

Create Checklist from Email Request

  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 created. Click Save.

  5. Click New action and select Edit issue.

  6. Select Checklist Text as the field to be edited.

  7. Paste the regular expression into the text field and click Save.
    {{issue.description.match("(?s)(\[\].*)")}}

    Email.png

  8. Name the rule and click Turn it on.

  9. Test the rule by creating an issue with the description below. The checklist will begin with the first set of square brackets and will create a checklist item for each line below.

This is the email text that will populate the description field. It can be multiline. The checklist starts below. [] First checklist item [] Second checklist item [] Last checklist item Unfortunately, this line will become a checklist item too so you must avoid anything below the checklist.

 

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