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How to load a checklist template when creating a issue using Script Runner in Jira Cloud?

Amal P

In our situation, when a story is created, there's an automation set up to generate two subtasks automatically. We need to apply a checklist template to these automatically created subtasks. If any team member is familiar with this process, please offer support.

Accepted answers

Oleksandr Siryi_Railsware_

Hey, @Amal P

If you are still looking for a solution, I might suggest Smart Checklist for Jira.

If I am understanding your question correctly, you can just update existing automation by adding the Set entity property action with the Smart Checklist property value to apend a checklist template.

We have an example of Groovy script being executed as part of a workflow (which is not your case but might be helpful). Or you can take a look at setting the checklist using Jira REST API to learn more.

Hope this was helpful!

All comments

Marc -Devoteam-

Hi @Amal P

Look at the marketplace for checklist apps, there are free ones and see if they can be used within automation.

I think one of the following can suite your request.

Gracjan Wesołowski _HeroCoders_

Hi @Amal P

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

As mentioned by @Marc -Devoteam- our app can do that even without automation.

The easiest way to achieve that is by using Default Templates.

To do that, please go to the Checklist Tab that can be found in the left navigation bar:

Create a Checklist Template, and set it as default with a button available next to your newly created checklist.

In the next step, you can choose in which issue type this checklist should be automatically applied.

For more complex use cases you can also apply a checklist using automation.

I hope that clarifies your request. In case you have any other you can contact us through our Contact Center here.

Cheers!

Gracjan

Amal P

@Marc -Devoteam- appreciate your assistance. Currently, we're utilizing the "Issue Checklist for Jira Free." However, the situation is that we've set up automation to generate two subtasks when creating a story. Our objective is to associate any checklist template with these automated subtasks. Could you please provide guidance on accomplishing this using the Groovy script?

Note: We aim to avoid applying these templates to all subtasks. Specifically, we want to load these templates only for the subtask generated through automation using a Groovy script.

Amal P

@Gracjan Wesołowski _HeroCoders_ , thank you for your support. We want to refrain from applying these templates to all subtasks. Our specific goal is to apply these templates exclusively to the subtasks generated through automation using a Groovy script. Is this functionality available in "Checklist for Jira Free"? Your suggestions are appreciated.

Marc -Devoteam-

HI @Amal P

There is no need for groovy scripting.

Add the checklist text custom field to the screen(s) used for the issue type sub-task.

Make sure Save local checklist items to Jira customfields option is enabled in the global setting of the app.

Then add the field in the automation rule on creating the sub task and specify the checklist items you want to have as default.

See example:

Screenshot 2024-03-06 at 12.44.55.png

Oleksandr Siryi_Railsware_

Hey, @Amal P

If you are still looking for a solution, I might suggest Smart Checklist for Jira.

Hope this was helpful!

Gracjan Wesołowski _HeroCoders_

The answer provided by @Marc -Devoteam- is correct.

You can either use Checklist Text to add a checklist using the automation, or you can use label integration.

To do that, ensure that the Apply checklist templates from issue labels global setting is enabled, make sure that the Checklist Template name does not include any spaces, and just add a label named the same as your Template using automation.

If you need any help with configuration you can schedule a call with me through this link.

Cheers!

Gracjan

Amal P

@Oleksandr Siryi_Railsware_ Thanks for the support.

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