1. Navigate to the Didit hub at the top of Jira under the "Apps" menu.
2. Make sure you are on the "Manage templates" section.
3. Click the "..." menu on the right side of the template that you would like to use in an automation. Then click "Automation wizard."
4. Choose if you want to "Create a checklist from a template" or "Replace metadata for a checklist." These are the two actions you can perform on checklists.
5. Follow the rest of the steps depending on which option you choose.
Here we are choosing the action for our checklist create action
And here were are choosing some information to set metadata.
6. Copy the values you need for your automation rule and paste them into the corresponding fields in the set entity When you are done, you can click "Cancel."
Tutorial
Let's connect!
Your direct line to us - because we're more than just software, we're a community.
Whether you have burning questions, technical challenges, brilliant ideas, or just want to say hello, this is the place to do it.
Feel free to choose the option that suits your needs best, and let's start a conversation.
Personal demo
Our experts are here to guide you through every feature and answer all your questions. Don't miss out on this opportunity to supercharge your productivity.
Live chat
Join the Didit community on Discord! It's not only the ideal hub to connect directly with our development team, but also a space to engage with other users.
Feedback
Visit our Canny page to suggest and vote on new features. Your feedback helps us improve our software to better align with your needs.
Visit us on the Atlassian marketplace
Something about Didit that you really enjoyed? Let other users know about it!
Release notes
Discover what's new with Didit! Our changelog provides a detailed overview of the latest features, fixes, and enhancements.
Join our Newsletter
Subscribe and never miss out on important news, feature releases and votings.
Link to this page: https://seibert.biz/diditautomationwizard