Clone issue checklist using Automation (without add-ons)

Question

Hi,

Using Automation, and without any add-ons, I'd like to clone a 'base' ticket (Release checklist) every time a sprint is created, to that just created sprint.

I've setup below Automation which kind of works ok, however there are 2 issues:

1. I can clone to the 'next sprint' but not the sprint I just created. Any ideas? Not a big deal but it would be cool to have it in the right sprint right away.

2. There doesn't seem to be an easy way to clone the checklist inside an issue somehow? I know there is another way by adding an action to create subtasks, but I'd rather use a checklist to not create unnecessary issues.

Any thoughts (without using add-ons)?

I've tried with the 'Choose fields to set..' thing but that doesn't seem to do anything.

Gracjan Wesołowski _HeroCoders_ · Answer

Hi @Liv Zaborszky

My name is Gracjan, I'm Customer Success Expert from HeroCoders, the team behind the Issue Checklist for Jira app that you are using.

As far as I understand, the cloned issue doesn't contain the Checklist. Whenever you clone the issue with the automation you need to:

* Ensure the Save checklist data to Jira custom fields global setting is enabled.
* Ensure the Checklist Text field is included on the Create issue screen.

With that correctly configure you don't need to set up copy options in your automation:

Let me know if that works for you.

Cheers!

Gracjan

Liv Zaborszky · Answer

Hi Mark, thanks for the reply.

I've tried the sprint smart value but it seems to still put my cloned item in the next sprint, so after the active one.

Then for the checklist, that's the strange thing, it doesn't get copied over even leaving all settings default. This is the checklist i'm trying to copy over:

The cloned issue is empty I'm afraid. I think it's just the out of the box checklist no add on.

Mark Segall · Answer

Hi @Liv Zaborszky and welcome to the community!

I can clone to the 'next sprint' but not the sprint I just created. Any ideas? Not a big deal but it would be cool to have it in the right sprint right away.

You can set it to the created sprint by using a smart value:

There doesn't seem to be an easy way to clone the checklist inside an issue somehow? I know there is another way by adding an action to create subtasks, but I'd rather use a checklist to not create unnecessary issues.

When you mention "checklist", is this simply a custom checkboxes field or a marketplace add-on? If the latter, you may need to do something in the more options section.

Typically with the clone option, you don't need to explicitly call out what to clone unless you want something to deviate from the source issue.  Have you tried the clone without explicitly adding the checklist to the clone issue action?

Lastly, you should be able consolidate removing the link by adding the Linked Issues field to your clone action and leaving it blank.