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How to trigger an action with the Didit checklist completed field

When a checklist is completed, Didit will automatically fill in a field called “Checklist completed” with the word “yes.” You can use this field to trigger various automations. One example, which you will see the exact steps of below, is to automatically transition a Jira work item to “Done” when the checklist is completed. Another idea could be to add another checklist to an issue, when the first one is done. Finally, a third example is that we could email the reporter that the checklist is done once completed. This custom field, paired with Jira autoamtion, allows you have the ultimate flexibility when automating your workflows. Follow this how-to article to learn exactly how the first example can be done.

Transition an issue

Use this guide to set up an automation rule which transitions an issue when a user completes a checklist.

  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 Jira project settings with the automaiton section highlighted.
    The Jira project settings with the automaiton section highlighted.

  2. Click “Create rule.”

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

  3. Add the “Field value changed” trigger and choose “Didit checklist completed” for the “Fields to monitor for changes” section.

    The field value changed trigger set for the Didit checklist completed field.
    The field value changed trigger set for the Didit checklist completed field.

  4. Add a JQL condition which specifies the Didit checklist completed option you would like to target. The two options are “yes” and “no.” These options are caps sensitive.

    The option is up to you, but your JQL should look something like below. “Didit checklist completed” = yes
    A condition for the automation rule which specifies the checklist is completed using the Didit checklist completed field in JQL.
    A condition for the automation rule which specifies the checklist is completed using the Didit checklist completed field in JQL.

  5. Choose the action to transition the issue.

    The trigger in the automation rule to transition the issue to done.
    The trigger in the automation rule to transition the issue to done.
     Now, whenever your checklist is completed, your issue will transition to the “Done” status.

Add another checklist

Follow steps 1-4 from the above section. When you get to section five choose “Set entity property” as the action and fill in “didit.action” for the Property key field. Then input the JSON to add a checklist to the issue.

Action to add checklist to issue when checklist is completed.
Action to add checklist to issue when checklist is completed.

If you need help, try using our automation wizard

Send an email to the reporter

Follow steps 1-4 from the above section. When you get to section five choose the “Send email” action. For the “To” field, choose the “Reporter.” In the “Subject” and “Content” you can choose whatever text or smart values you’d like.

Action to add checklist to issue when checklist is completed.
Action to add checklist to issue when checklist is completed.

Check out the Atlassian documentation on automation for more ideas!

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