How to add a checklist when an issue transitions to a new status
You can add checklists when an issue transitions to a certain status. A good example of this is a testing checklist for when an issue transitions to "In Test" or a similar status.
Using automation rather than the default checklist settings per issue type, you can add a checklist to an issue depending on different field values.
1. Navigate to the project automation section of your Jira project. If you are a Jira admin, you can do this from the global automation administration page.
2. Click "Create rule."
3. Add the "Issue transitioned" trigger
4. If you would like to add a condition, you may do so here.
5. For the automation action, choose the "Set entity property" action.
6. In the "Property key" field, add the text "didit.action".
7. For the "Property value," you can either use Markdown to set an ad-hoc checklist or JSON to add a checklist from a template.
For examples on Markdown and JSON, please visit our Jira automation examples page.
8. When you are finished, turn on the rule and you can see it in action.
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