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.
-
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.
-
Click “Create rule.”
-
Add any trigger you’d like.
-
Add an “Issue field condition” to your rule. Set the field value to equal whatever value you would like to qualify the checklist creation.
-
For the automation action, choose the “Set entity property” action.
-
In the “Property key” field, add the text “didit.action.” Please note that the “didit.action” property is case sensitive.
-
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. -
When you are finished, turn on the rule and you can see it in action.
-
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.
Link to this page: https://seibert.biz/diditautomationaddchecklistbasedoncustomfield