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How to set checklist metadata with automation

You need a checklist with metadata in order to use this automation rule.

  1. The Jira project settings automation section with the automation button highlighted on the left side.
    The Jira project settings automation section with the automation button highlighted on the left side.
  2. Click “Create rule.”

    The automation page with an arrow to the create rule button.
    The automation page with an arrow to the create rule button.
  3. Choose any trigger you would like. For this example, we will use the “Issue transitioned” trigger.

    An automation rule with the issue transition trigger set for when an issue transitions to the employee documents section.
    An automation rule with the issue transition trigger set for when an issue transitions to the employee documents section.
  4. If you would like to add a condition, you may do so here.

    An automation rule with the list of conditions available on the right side.
    An automation rule with the list of conditions available on the right side.
  5. For the automation action, choose the “Set entity property” action.

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

    The property key value in the action set to didit.action
    The property key value in the action set to didit.action
  7. For the “Property value,” use JSON like below.

    The action will always be “set_metadata” if you want to set a checklist’s metadata. For the “name” row, choose the name of the metadata you would like to set. Finally, in the “value” field, choose the value or Jira smart value you would like to put in the metadata field.

    For JSON examples, please visit our Jira automation examples page.

    {
    "action": "set_metadata",
    "name": "Employee Name",
    "value": "{{issue.summary}}"
    }
    
    The JSON in the property value section to set the employee name to the value in the issue summary
    The JSON in the property value section to set the employee name to the value in the issue summary
  8. When you are finished, turn on the rule and you can see it in action.

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