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Help with checklist in automation

oxcarnagemonkeys August 7, 2023

Good night everyone.
First of all, there are already some topics here in the community about the same subject.
But honestly none of them helped me, even though that's what I'm looking for.

I'm creating a scheduled automation, it will create a task with several subtasks with a checklist.
I'm using Issue Checklist Pro.
However, when creating the checklists, it always shows the error below.

 

JIra.jpg

This is the framework of automation

JIra1.jpg

Just remembering that this field is configured correctly within the project.

1 answer

2 votes
Gracjan Wesołowski _HeroCoders_
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August 8, 2023

Hi @oxcarnagemonkeys 

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

This error is shown because the Checklist Text field is not added to the issue screen. It is necessary to add Checklist Text to the create screen in order to have it work with automation that involves creating the issue.

There is a better option to add a Checklist to the issues, you can use our label integration. Please follow steps below:

  • Create a checklist template with the tasks that are to be repeated daily.
  • Ensure that the name of the template does not include any spaces.
  • In the edit issue action, instead of Checklist Text, use labels:
    • Use the Choose fields to set… dropdown to select the Labels fields. Enter the name of the Checklist Template you created earlier. You may need to create it as a new label.

With that configuration, the Checklist Template will be automatically added using automation.

If you have any further questions, feel free to contact us through our support center here.

We can also join on a short call to review the configuration.

Cheers!

Gracjan

oxcarnagemonkeys August 15, 2023

@Gracjan Wesołowski _HeroCoders_ I apologize for the delay in responding.
Thank you very much for your tip things worked out here.

Actually using a label is much easier.
Once again thank you for your help.

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