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How to clone issue checklist with automation?

Christian Van Antwerp

I am trying to automate an issue so that when it is complete, a new issue is created and scheduled for a year out and contains the attachments and checklist of the original issue. The problem occurs with the checklist when I copy the Checklist Text field from Current Issue it also copies the status of the task meaning all the items are still checked. Is there a way to copy the checklist items without copying their status?

Accepted answers

Wojciech Wardaszko_p20bth

Hi @Christian Van Antwerp ,

Wojciech here, I'm with the HeroCoders, the team behind Issue Checklist for Jira.

If cloning for some reason doesn't cut it for you, you can use the smartvalue replaceAll() function to execute regex replace on the Checklist Text field.

I imagine it should be something like this: {{issue.customfield_1XXXX.replaceAll("\[.*?\]","[]")}} to get all items from that checklist unchecked and statuses cleared.

For this to work you need to find the ID of your Checklist Text custom field and replace the 1XXXX with the ID, and you also need the "Save Checklist data to Jira custom fields" setting enabled in Issue Checklist global settings.

If you need any more help, please feel free to reach out to our Customer Success team - we're here for you!

All comments

Jack Brickey

Hi @Christian Van Antwerp , welcome to the community.

Are you using the clone action? I took a quick look at the Issue Checklist Pro documentation end it indicates that the statuses should be unchecked in the clone. Is that not the case? If so you may want to reach out to their support.

One last comment to share. If you set up a checklist template Anna sign it as a default to the issue type then it seems you could just create a new issue and have the checklist automatically included. But if there are other aspects of the original that you want to clone that could be a limiting factor here.

Christian Van Antwerp

Hi Jack,

I read that too, that is how it works when you manually clone it but when I tried the cloning automation action it doesn't copy the checklist. After scanning some other community posts I learned to use the copy checklist text action but that method has the undesirable result.

The checklist template is currently my last resort. Right now, we have approximately 80 different issues that would have unique checklists. We automate around how often the task needs to be done (daily, weekly, monthly ect.) If I can avoid making 80 templates/automation types that would be preferable.

Thank you for your fedback

Christian

Wojciech Wardaszko_p20bth

Hi @Christian Van Antwerp ,

Wojciech here, I'm with the HeroCoders, the team behind Issue Checklist for Jira.

If you need any more help, please feel free to reach out to our Customer Success team - we're here for you!

Christian Van Antwerp

Hello Wojciech,

This worked, thank you! I had come across this when reviewing the use case documentation but when I tried it, nothing happened. For some reason, when you recommended it again, I thought to try it in a different way and it worked.

Thank you for your feedback.

Christian

Wojciech Wardaszko_p20bth

I'm really glad I was able to help. If you have any other questions, you know where to find us!

Cheers

Michał

hi @Christian Van Antwerp ,

could you share your automation to clone issue with checklist please?

simple clone automate does not clone checklist:

Zrzut ekranu_13-3-2024_22525_salestube.atlassian.net.jpeg

thanks

Michal

Christian Van Antwerp

Hey @Michał ,

Use "Choose fields to set" and select Checklist Text. Don't forget to replace the XXXX with whatever custom field ID matches the Checklist text custom field (See @Wojciech Wardaszko answer above).

Copy Checklist Automation.jpg

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