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How to add a checklist when an issue transitions to a new 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. The Jira project settings.
    The Jira project settings.
  2. Click “Create rule.”

    The automation section of project settings with an arrow to the create rule button.
    The automation section of project settings with an arrow to the create rule button.
  3. Add the “Issue transitioned” trigger

    Adding a trigger to the automation rule for when an issue is transitioned.
    Adding a trigger to the automation rule for when an issue is transitioned.
  4. If you would like to add a condition, you may do so here.

    Adding a condition to the automation rule for certain labels.
    Adding a condition to the automation rule for certain labels.
  5. For the automation action, choose the “Set entity property” action.

    Choosing the action of setting an entity property.
    Choosing the action of setting an entity property.
  6. In the “Property key” field, add the text “didit.action.” Please note that the “didit.action” property is case sensitive.

    Adding the didit.action property key.
    Adding the didit.action property key.
  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.

    A JSON example of for the set entity property action.
    A JSON example of for the set entity property action.
  8. When you are finished, turn on the rule and you can see it in action.

    Automation rule with an arrow to the "Turn rule on button.
    Automation rule with an arrow to the "Turn rule on button.

Link to this page: https://seibert.biz/diditautomationtransition