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How to automatically add a checklist to an issue 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. Jira project settings page.
    Jira project settings page.
  2. Click “Create rule.”

    Automation page in project settings and an arrow to the create rule button.
    Automation page in project settings and an arrow to the create rule button.
  3. Choose the “Issue created” trigger.

    A new automation rule with the issue created trigger highlighted.
    A new automation rule with the issue created trigger highlighted.
  4. At this point, you could add conditions which help to qualify which issues get which checklists. This step is optional.

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

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

    The set entity property action with the didit.action in the property key field.
    The set entity property action with the didit.action 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 set entity property action with some JSON to create a checklist.
    The set entity property action with some JSON to create a checklist.
  8. When you are finished, turn on the rule and you can see it in action.

    The automation rule with an arrow to the turn on rule button.
    The automation rule with an arrow to the turn on rule button.

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