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Create Checklist Item from Dropdown Selection

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

This rule allows you to create additional checklist items based on the selection(s) in a dropdown field.

 

 

Limitations

If you are using Checklist for Jira ENTERPRISE , note that this rule cannot add items to Global Checklists, as Global Checklists are not saved to the Checklist Text custom field.

 

Modifications

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

Create Checklist Item from Dropdown Selection

  1. Ensure the Save local checklist items to Jira custom fields global setting is enabled.

  2. Find the the name of the dropdown field that will serve as the source of the new list item. The field can be a single or multi-select, and can be a custom field or a Jira system field (for example: components).

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

  4. Click Create rule.

  5. Select the Field value changed as the trigger and select the dropdown field as the field to be monitored. Click Save.

    Trig.png



  6. Click New condition and add any needed conditions. Click Save.

  7. Click New action and select Edit issue.

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

  9. Add the following text for the Checklist Text. This will iterate through the dropdown options and display the selected option(s) as an item(s) in the checklist.

    Act.png

    1. If referencing a custom dropdown field (with the correct custom field name) 

      {{issue.Field name}}

       

    2. If referencing a system field (in this example, components):

      {{issue.components.name}}

       

    3. If referencing the parent value of a cascading field:

      {{issue.Field name.value}}

       

    4. If referencing the child value of a cascading field:

       

  10. Name the rule and click Turn it on.