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Add Checklist Based on a Custom Field Value
- Jennifer Choban
This rule add a checklist depending on the value of a custom field.
Limitations
If you are using Checklist for Jira ENTERPRISE , note that this rule cannot add/modify a Global Checklist. Global Checklists are added to issues via their context.
Modifications
These examples show how to add a checklist when the issue is created. You can modify the automation rule to work on another trigger, such as Issue transitioned. Do not use the generic Issue updated trigger because when the checklist template is added to the issue, an “issue updated” event is sent by Jira which may make the automation rule run repeatedly.
You can use an if/else clause to add different checklists associated with different custom field values.
Add a Checklist Based on a Custom Field Value
Ensure the Save local checklist items to Jira custom fields global setting is enabled..
Navigate to Project Settings > Automation (or Jira Settings > System > Automation rules).
Click Create rule.
Select the Issue created trigger and click Save.
Click New component and select New condition.
Select Issue fields condition.
Select the desired field and the value required to add checklist. Click Save.
Click New component and select New action.
Select Edit issue.
Select Checklist Text custom field in the dropdown. Type or paste in your formatted checklist. Click Save.
Name the rule and click Turn it on.
Apply Checklist Template Based on Custom Field Value
Ensure the Apply checklist templates from issue labels global setting is enabled.
Navigate to Project Settings > Automation (or Jira Settings > System > Automation rules).
Click Create rule.
Select the Issue created trigger and click Save.
Click New component and select New condition.
Select Issue fields condition.
Select the desired field and the value required to add the template. Click Save.
Click New component and select New action.
Select Edit issue.
Select Labels as the field to be edited, and enter the name of the template. Click Save.
Name the rule and click Turn it on.
Apply Checklist Template Based on Custom Field Value – If/Else Example
Ensure that the Apply checklist templates from issue labels global setting is enabled.
Navigate to Project Settings > Automation (or Jira Settings > System > Automation rules).
Click Create rule.
Select the Issue created trigger.
Click New condition and select If / else block.
Click Add conditions and select Issue fields condition.
Select the desired field and the value required to add the template. Click Save.
Click New Action and select Edit issue.
Select Checklist Text as the field and leave the content empty. This will clear any previous local checklists from the issue. Click Save.
Click New Action and select Edit issue.
Select Labels as the field to be edited, and select or add the label that corresponds to the appropriate template. Click Save.
Click on the first step in the if block to duplicate it.
Update the new block with the correct value and the appropriate template.
Repeat steps 12 and 13 for for each option.
Name the rule and click Turn it on.