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How to automate a checklist?

Craig Lashley_ihxxxc

Problem:

I am wondering if there is a way to automate a check list for an Issue Type that does not require the Forms and Checklist for Jira Plugin or Business Process Manager which is outlined in this article: https://community.atlassian.com/t5/Marketplace-Apps-Integrations/2-ways-to-automatically-add-checklists-to-your-Jira-workflow/ba-p/1938145

Steps I've Tried:

I have attempted to find an option within automation for adding checklists, similar to how sub-tasks are automated and I am unable to find an option.

I have also attempted using templates and it says we have reached our limit and to upgrade to pro for more, which might not be an option at the moment.

When I look at issue types that are already created I see an option to a Add Checklist manually once the Issue Type is created.

Main Question:

Is there a way to use automation to add a Chcek list to an issue type without using plugins or upgrading Jira?

Accepted answers

Adriano Mendes [HeroCoders]

Hi @Craig Lashley

My name is Adriano and I'm a Support Engineer for HeroCoders.

Yes, you can add checklists using Jira automation.

Please check our documentation with some examples on how to use Issue Checklist with Jira automation.

You will use the Checklist Text custom field on the automation and to make it work, please make sure to have the custom fields integration enabled in your instance.

If you need further instructions/assistance, you can raise ticket support on our Service Desk Portal.

Thanks,

Adriano

All comments

Adriano Mendes [HeroCoders]

Hi @Craig Lashley

My name is Adriano and I'm a Support Engineer for HeroCoders.

Yes, you can add checklists using Jira automation.

Please check our documentation with some examples on how to use Issue Checklist with Jira automation.

You will use the Checklist Text custom field on the automation and to make it work, please make sure to have the custom fields integration enabled in your instance.

If you need further instructions/assistance, you can raise ticket support on our Service Desk Portal.

Thanks,

Adriano

Karyna Tyrnavska _SaaSJet

Hi, @Craig Lashley !

My team has developed Forms & Checklists for Jira and BPM. And we have one more solution that helps to automate checklist creation.

Try out the Recurring Checklists and Report add-on.

It allows adding checklists:

manually by adding checklists to the existing issue
automatically bu scheduling

Learn more in our documentation!

Use free 30-day trial period

Jack Hunter _HeroCoders_

@Karyna Tyrnavska _SaaSJet,

This question is strictly related to Issue Checklist Free.

Seeing your ads in every place where the "checklist" keyword is mentioned feels a bit out of line. That includes commenting on old threads that your team is practicing.

I recommend going through community guidelines for partners that forbids some of those practices: https://community.atlassian.com/t5/Marketplace-Apps-Integrations/Atlassian-Community-online-guidelines-for-Marketplace-and/ba-p/689723

Cheers,
Jack

Ismail Sanni

I tried using the checklist in a manual trigger but i didn't work, it works fine in automation when i don't use the manual trigger.

Henry Kwon

I found a solution for a manual trigger.

Screenshot 2024-02-15 141905.png

Ismail Sanni

@Henry Kwon Thanks, this works

Brian Moeskau_vckdo1

I was unaware of the custom fields integration setting and did not have it enabled. Updating that setting fixed the issue for me, thank you @Adriano Mendes [HeroCoders]

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