On this page:

How to automatically add a checklist based on a custom field value

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. The project settings in Jira.
    The project settings in Jira.
  2. Click “Create rule.”

    The project settings in automation with an arrow to the create rule section.
    The project settings in automation with an arrow to the create rule section.
  3. Add any trigger you’d like.

    Choosing a trigger for the automation rule.
    Choosing a trigger for the automation rule.
  4. Add an “Issue field condition” to your rule. Set the field value to equal whatever value you would like to qualify the checklist creation.

    A condition added to the rule.
    A condition added to the rule.
  5. For the automation action, choose the “Set entity property” action.

    The automation rule with the set entity property action selected.
    The automation rule with the set entity property action selected.
  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.

    An example of some JSON in the property value.
    An example of some JSON in the property value.
  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.
  9. To take this one step further, you can use the “IF OR ELSE: Add condition options” condition to add a different checklist depending on different custom field values.

    The automation rule with an if/else condition to add different checklists.
    The automation rule with an if/else condition to add different checklists.

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