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How to add multiple checklists to one Jira issue with Automation

When developing a new feature, oftentimes multiple teams are involved in the complete release of that feature. You have the product team initially scoping and validating the feature with customers. Then you have the development team building that feature. Next you might have the QA team testing the feature to see that it matches all the acceptance criteria. Finally, there could be a marketing or ops team which helps announce the feature to customers and prepares marketing materials. Due to the nature of multiple teams working on one feature (one ticket in Jira), you may need to add multiple checklists to an issue. You can integrate Didit with Jira’s native automation to accomplish this. This article covers how to do that.

  1. The project settings in Jira.
    The project settings in Jira.
  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. Choose the trigger which you would like to start this automation with. In our example, we will use the “Issue transitioned” trigger.

    Choosing the issue transitioned trigger.
    Choosing the issue transitioned trigger.
  4. If you’d like to add any conditions, you can do that now as well.

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

    The automation rule choosing the set entity property action.
    The automation rule choosing the set entity property action.
  6. In the “Property key” field, add the text “didit.action”. Please note that the “didit.action” property is case sensitive.

    The didit.action property in the property key field.
    The didit.action property in the property key field.
  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.

    The automation property value to add a checklist to an issue for the action of the rule.
    The automation property value to add a checklist to an issue for the action of the rule.
  8. Repeat steps 5-7 in the same rule with as many different actions as checklists you would like. Our example below shows adding two checklists.

    An example of an automation rule adding two checklists.
    An example of an automation rule adding two checklists.

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