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How to create a checklist based on a custom field selection

  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.

    The project settings with the automation section highlighted.
    The project settings with the automation section highlighted.

  2. Click “Create rule.”

    The automation admin section with an arrow to the create rule button.
    The automation admin section with an arrow to the create rule button.

  3. Add the “Field value changed” trigger.

    The automation rule with the field value changed trigger highlighted.
    The automation rule with the field value changed trigger highlighted.

  4. If you would like to add a condition, you may do so here.

    The automation rule with a labels condition.
    The automation rule with a labels condition.

  5. For the automation action, choose the “Set entity property” action.

    The automation rule with a set entity property checklist.
    The automation rule with a set entity property checklist.

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

    The property key with didit.action populated.
    The property key with didit.action populated.

  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 JSON to replace an existing checklist in the set entity property action.
    The JSON to replace an existing checklist in the set entity property action.

  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/diditautomationcreatechecklistfieldchanged