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Set actions in US description - Jira Automation

Malic Meyer

Hello community,

I am trying to setup an actions list inside description by usinf Jira Automation.

It is done manually by typing [, then ] and adding a space, generating a checkbox. Or /action can also be used.

However I can't find a way to create it from Jira automation activities, it remains in pure text and is not interpreted as enriched elements.

Does anyone here achieved it ?

Thank you very much !

Accepted answers

Bill Sheboy

Hi @Malic Meyer -- Welcome to the Atlassian Community!

For a question like this, please post an image of your complete automation rule, images of any relevant actions / conditions / branches, an image of the audit log details showing the rule execution, and explain what is not working as expected. Those will provide context for the community to offer ideas. Thanks!

Until we see those...

Would you please post an image of an example Description showing the syntax you are creating? That is, showing what your manual checkboxes look like.

And...when using a rule's Edit Issue action to set the Description field directly, not all of the possible macros and markdown for fields are possible. I recall the REST API and Atlassian Document Format (ADF) must be used for advanced formats.

Kind regards,
Bill

All comments

Valerie Knapp_dpp5c6

Hi @Malic Meyer , welcome to the Atlassian Community and thanks for your question.

Would it be possible for your use case, instead of trying to create a to do style list in the description, to create a series of sub-tasks?

If you aren't already aware, Atlassian has made available a library of automation rules, https://www.atlassian.com/software/jira/automation-template-library/rules#/rule/112180 , which you can also use to look for reference rules to modify.

I hope this helps you.

Cheers

Malic Meyer

Hello @Valerie Knapp,

Thanks for the welcome !

No we can't use sub-tasks for our need, we used to have the checklist extension, but we would like to intgegrate them inside descriptions.

Kind regards

Malic

Wojciech Wardaszko_p20bth

Hi @Malic Meyer

Welcome to the community!

I feel like Checklists are perfect for your usecase, may I ask why you moved away from this solution? Also, which Checklist app were you using?

Cheers

Malic Meyer

Hello @Wojciech Wardaszko

Because my company decided to stop the app usage, so I need an alternative.

Kind regards

Bill Sheboy

Hi @Malic Meyer -- Welcome to the Atlassian Community!

Until we see those...

Would you please post an image of an example Description showing the syntax you are creating? That is, showing what your manual checkboxes look like.

Kind regards,
Bill

Valerie Knapp_dpp5c6

Hi @Malic Meyer , just to add to what @Bill Sheboy says here, if you had been using an app for this and are looking for a workaround to do this in Jira, I just wanted to manage your expectations a bit that you likely won't be able to reproduce the app functionality with automation alone.

As Bill says, if you can share what you have and where you need help, we will gladly try to lend a hand.

Cheers

Malic Meyer

Hello @Bill Sheboy and @Valerie Knapp

First of all, "it's impossible" is a very acceptable answer for me.

I did not see the details requested sorry, please see here :

In my automation rule :

I would like to see :

But I am getting :

Valerie Knapp_dpp5c6

Hi @Malic Meyer , thanks for your reply and apologies for the delay in responding. I have been at the Team Event in Barcelona this week.

It looks like you're very close anyway to achieving what you wanted so well done! I have understood you want to get tick boxes as opposed to brackets.

I found this guide which I think might help you. Please take a look -https://community.atlassian.com/t5/App-Central-articles/How-to-automatically-add-checklists-to-your-Jira-issues-step-by/ba-p/1016882#:~:text=Provided%20you%20are%20a%20project,created%20issue%20of%20those%20types.

Here, you would use a template created inside the issue view. Please have a go and share your feedback.

Cheers

Malic Meyer

Hello @Valerie Knapp ,

Thank you for the feedback, but it's exactly the app that we had and are not able to use anymore in my company. Also the reason why I am looking for a workaround, using automation.

Cheers

Malic

Bill Sheboy

This appears to be a behavior from an addon as when I try that with various types of Jira projects I do not see checkboxes created.

Please post an image showing an issue being edited where you enter the [] or better still where you use the / and see a checkbox option. You may need to use a screen capture tool with a delay so we can see this during the edit and before the Save is selected for the field.

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