How to create the checklist in jira for agent view

[Abilash]

In our org,want to create the checklist and attachments in request type in work item view not for cutomers.below are the checklist ,so any suggestions to create .

Tasks (Decommissioning Checklist)

Data & Pipelines

• Disable and remove tenant Airflow DAGs / jobs
• Export and archive tenant data (per retention policy)
• Drop tenant database / schema
• Remove data feed emails

Access & Identity

• Revoke API keys / third-party integrations
• Delete IAM roles and users
• Delete Cognito user pool
• Remove from shared group(s)
• Remove from Office 365 support group

Infrastructure & Integrations

• Delete S3 buckets
• Delete / disable Power Automate flows
• Remove monitoring / alerting

Documentation

• Update documentation / inventory

Acceptance Criteria

• All approvals captured in ticket
• Data archived per retention policy
• All tenant resources fully removed
• InfoSec sign-off on data deletion
• Confirmation sent to Account team

Attachments / Links:

• Approval emails / screenshots
• Data export / archive location
• InfoSec deletion checklist

[Marc -Devoteam-]

Hi @Abilash 

There is not checklist option ootb.

Look on the Atlassian Marketplace for 3rd party checklist apps.

To have an attachment option for the agents only, you will need to use a Company managed space, this is not possible with a Team Managed space.

Within Company Managed spaces, you relate Request Types to Work Item Types. Work items types use screens, that are configurable and these are used on the agent side.

The Request Types in the space can be populated with fields your require for the customer, but don't need to contain all field that are on tha agent screen.

[Abilash]

Thanks for response,just created the Form with all this checklist,but could not able to see option to attach this form in work item view.

[Marc -Devoteam-]

Hi @Abilash 

Can you provide screenshots?

It's difficult to see what it looks like on your side or what you have configured.

[Abilash]

sure find the screenshots,but i trying with automation rule to get form in work item view tab internal after ticket raised.

[Abilash]

tried with automation rule,its working ,after ticket raised automatically that form will show in internal.