Automation for Creating an issue with Checklist not working - what do I do wrong?

[Khira Niemeier]

Hey there,
I tried to setup an automation that creates an issue with a Checklist.

I have an automation that is scheduled and it has the create Issue action.
Projekt is given, Issue Type is set and it has the summary field filled.

Then I added the field

Checklist Text

[x] Test done
[] Test not done

I would now expect when the Automation is running that the Issue is created and will have the Checklist in the Issue that is created.

Instead my created issue has a field "Checklist Text"

with the text in it:

[x] Test done
[] Test not done


Am I missing a step somewhere?

[Khira Niemeier · Accepted solution]

additional I have some Screenshots of the described situation :) 

[Gracjan Wesołowski _HeroCoders_]

Hi @Khira Niemeier 

my name is Gracjan, and I'm a Customer Success Expert at HeroCoders, the team behind the Issue Checklist app.

Can you show me the audit log of this automation? If you are using create issue in that automation, it is necessary to add Checklist Text custom field to the create issue screen.

If the Checklist Text has the data, it should also be visible in the Checklist interface.

Actually, you can use the Default Checklist Template feature instead of the automation to add the checklist whenever an issue is created. You simply create a checklist template and set it as default for the PM Story issue type in that project.

We can join together in a call and review this. I can show you a few possibilities for adding a checklist automatically and troubleshooting your automation.

If you agree, you can schedule a call here.

Cheers!

Gracjan

[Khira Niemeier]

Hey @Gracjan Wesołowski _HeroCoders_ ,
thanks for your help. :)

This is the audit log of the Automation:


I am using Create issue in this automation. Also I made sure the field "Checklist Text" is available on all three screens (Create, Edit, View).

I had it only in the Creation screen before, but in that case it just looks like nothing would happen regarding the automation, as the field can't be seen in the view/edit mode.



How does the Default Checklist Template Work? 
As the use case for the later setup is to create a Story with several Subtasks which then will have a Checklist each. And these Tickets need to be created more than once (which is why I am trying to set this automation up).
Right now I use Templates to do this step, but it is a lot of work and as it is a repeating task I would really appreciate if we can make the automation work somehow. :) 


Having a call to fix this would be awesome :) 
Maybe we can figure out what I am missing right now. 

Cheers!

Khira :) 

[Khira Niemeier]

Thanks @Gracjan Wesołowski _HeroCoders_ 
for solving my problem. :)

How we made it work:

The automation was set up correctly and worked as intended, but the settings where wrong.
So in the Jira settings under "Apps" we went to "Global Settings" and scrolled down to "Save local checklist items to Jira custom fields" and turned it on.

After turning it on it worked. 

Afterwards I made sure the field "Checklist Text" is only in the Create Screen and took it out of the Edit and View Screen. So it would be there on creation and hidden in the Issue view. Also in the Edit it is possible to go over the Checklist itself to edit it, so the "Checklist Text" field isn't necessary to edit the checklist.

I hope this helps everybody who gets stuck at the same problem.

Cheers!

Khira :)