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Create a Checklist based on checked items of Custom FIeld

Alexis_1cy4v6

Hi, I have a Form that I use to attach to an issue on JSM. This form has a Custom Field, which is a list of checkable Items (e.g. Custom Field of Softwares, with each software a single checkbox item).

I would like to automate the creation of a Checklist, based on the selected/checked values of the Custom Field. Preferably in a new Task or Subtask that is associated with the original Issue.

For example, if a user raises an Issue, the Form with the Custom Field of Software is attached. The user then selects the relevant software(s) and commits the Form. Right after that a Task or Subtask is created and has a Checklist with all selected softwares.

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Darryl Lee

Hi @Alexis --

I love this idea. Unfortunately Atlassian does not have a native Checklist function available. I messed around and created a Table using the :black_square_button: emoji, but they aren't truly "checkable":

Screenshot 2023-12-09 at 2.09.09 PM.png

(I also figured out how to programmatically create such a table, but it is... ugly, involving making a Web Request to the REST API and hacking together JSON.)

I wonder if you already have a Checklist add-on or are thinking of getting one, like Checklist for Jira Cloud, or Issue Checklist for Jira or Checklist for Jira (OOOF, there are a lot of these.)

If so, it seems like most of those provide some mechanism for automatically creating Checklists. It would then be a matter of parsing your Form, which .... ooof, is a little complicated (and officially unsupported):

JSDCLOUD-10697 - Forms Automation: Access form fields with smart values (smartvalues)

... the documentation for Server/DC under the heading Access the contents of ProForma Forms, relating to entity properties also applies to cloud; however, be aware accessing form data this way is not officially supported.

Oooh nellie, yeah, that's a lotta work:

Access the contents of ProForma Forms

OH! I guess this is slightly good news: JSDCLOUD-10671 - REST API for ProForma/Forms in Jira has been resolved, which means that instead of hacking around in issue properties, there's a REAL API for Forms that you could query.

Now... this doesn't make Automation too much easier, since you'll still need to use Web Requests to access the REST API and then parse out the responses, but uh, I guess you don't have to use to use the Console as much to figure out your Form fields?

UGH, actually, in retrospect, it'd probably be easier just to use the old workaround:

Reading a Forms(ProForma) field value without the JSON tab

As usual, I've probably given you more info than you wanted to know. :-}

LMK if you have any questions.

Oleksandr Siryi_Railsware_

Hey, @Alexis

Have you considered an app like Smart Checklist? It can help with automatically creating checklists in issues. However, this will only help with the second part of your question...

Alexis_1cy4v6

I'm trying it with Issue Checklist for Jira Free, but I still struggle with getting the automation. Add Checklist Based on a Custom Field Value (herocoders.com)

Do you have some experience with that addon? because when I try the automation, I get a textfield with the text, but no checklist?

Or, do you have a recommendation for a checklist addon?

Alexis_1cy4v6

I was trying Issue Checklist for JIRA, but sofar it won't work, but I will take a look at Smart Checklist too.

Darryl Lee

Ah, so yeah, the issue (probably) is that you're using a Form.

By default, Form Fields are not linked to Custom Fields (and from the documentation, Issue Checklist for Jira Free creates a new field called Checkbox Text).

So ideally what you could do is link the Checkbox field in your form to the Checkbox Text field created by the add-on.

UNFORTUNATELY, despite appearing to be a somewhat regular custom fields, it looks like Atlassian does not consider Checklist Text to be a"normal" field, and so it is not available to link to:

Screenshot 2023-12-11 at 3.33.40 PM.png

Screenshot 2023-12-11 at 3.28.05 PM.png

I also thought there might be a workaround by using an intermediary Paragraph/Multi-line Text custom field and copying the data, but Atlassian will not let you link a Checkbox form field to a Paragraph/Multi-line Text custom field:

Screenshot 2023-12-11 at 3.28.20 PM.png

So that probably would've blocked the Checklist Text idea too.

HUM.

So this will probably call for some hackery as mentioned before, digging out the checkbox values from the Issue Properties, and then doing something like editing the Checkbox Text field with something like:

{{#if(issue.properties."proforma.forms.i1".state.answers.18.choices.join(",").match(".*\b1\b.*"))}}* [open] Foo
{{/}}{{#if(issue.properties."proforma.forms.i1".state.answers.18.choices.join(",").match(".*\b2\b.*"))}}* [open] Bar
{{/}}{{#if(issue.properties."proforma.forms.i1".state.answers.18.choices.join(",").match(".*\b3\b.*"))}}* [open] Bat
{{/}}

ALAS, THIS DOES NOT WORK.

Could I phone a friend, (@Bill Sheboy? Any thoughts on why my if statements are coming up empty? I did some testing:

RAW: {{issue.properties."proforma.forms.i1".state.answers.18.choices}}

Audit Log: RAW: 1, 3

JOIN: {{issue.properties."proforma.forms.i1".state.answers.18.choices.join(",")}}

Audit Log: JOIN: 1,3

MATCH: {{issue.properties."proforma.forms.i1".state.answers.18.choices.join(",").match(".*\b(1)\b.*")}}

Audit Log: MATCH:

And yes, I even tried trying to iterate through all the choices, but I'm pretty sure it's not possible to match against {{.}}.

Darryl Lee

Where my form checkboxes are Foo, Bar, and Bat, and examining the issue properties reveals them to be question 18, with ids of 1, 2, and 3, respectively:

{ 
...
  "state": {
    "visibility": "i",
    "status": "s",
    "answers": {
...
      "18": {
        text": "",
        "choices": [
          "1",
          "2",
          "3"
        ]
      }
    }
  }
}

Olena Brazhko_TitanApps_

@Alexis hi!

If you need specific help with setting up Smart Checklist, you are welcome to contact the Support Team at support@titanapps.io.

Best,

Olena

Alexis_1cy4v6

Hi @Olena Brazhko_TitanApps_

I tried out Smart Checklist, and the syncing works like a breeze. Amazing.

I created the custom fields, and in my automation I populate the "Checklists" field with the stuff from the form like this

{{#issue.Services}}- {{value}}\\{{/}}

the "\\" normally creates a new line. In Automation, if I use that for the "Description" field, it works like expected, creating a normal list with one item per line.

But the same approach leads to the Checklists field having this value:

- SoftwareA\\ - SoftwareB\\ - SoftwareC\\

Which leads to the Checklist component having only one item, which is

SoftwareA\ - SoftwareB\ - SoftwareC\

What can I do to make a new line? I tried \n and <br> but it seems not to work.

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