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How to automatically add a checklist based on a custom field value

You can add checklists based on a custom field value. To extend this rule, you could create different checklists depending on different custom field values.





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 any trigger you'd like.

4. Add an "Issue field condition" to your rule. Set the field value to equal whatever value you would like to qualify the checklist creation.

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.

9. To take this one step further, you can use the "IF OR ELSE: Add condition options" condition to add a different checklist depending on different custom field values.


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