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Can you add check lists and tasks to template in the request catalog?

Sarah Buffington
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January 7, 2019

Looking to setup a request template that allows a user to check multiple items from a list of options and then create tasks to various technicians based off of what was checked in the template. 

1 answer

1 vote
Susan Hauth _Jira Queen_
Community Champion
January 7, 2019

Hi Sarah,

Are you cloud or server?

Speaking from Server:

You can't quite do this OOB, but with some apps you will be able to do this using Automation.  Either you set up an JSD Automation rule based on the value of the option that triggers a transition in your workflow.  Then in the workflow transition use a post-function that will create an issue.  These apps all have that ability: Jira Miscelleanous Workflow Extension, Jira Suite Utilities or JIra Workflow Toolbox.

Or Automation for JIra by Codebarrel is a powerful app that can be used to create issues when a Service Desk request is created.

Hope that helps

Susan

Jack Brickey
Community Champion
January 10, 2019

Cloud is same. You need an auto add on app.

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