How to automatically add a checklist to an issue when a user creates an issue

Depending on issue criteria, you can automatically add a checklist. This is another way to automatically add a checklist when a user creates an issue.

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. Choose the "Issue created" trigger.

4. At this point, you could add conditions which help to qualify which issues get which checklists. This step is optional.

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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This page was last edited on 04/09/2024.