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Smart Checklist and Rule Automation

CJ Messick

Greetings All,

I recently discovered Smart Checklists for our Issues in JSM. So I created one and found I can save it as a Template and then import it to any issue at will. Then I wondered if it was possible to have the Checklists imported to the issue via a Rule Automation. Yes, I know the Manage Templates screen (where I found my checklist has an ID of 78) shows a level of Automation wherein I can have the checklist show up by default for ALL of the Issues...but I don't want that. The checklist should appear in the issue only if the issue meets certain criteria.

So I tried it.

When the Issue is Created...

If the Reporter is me...

If ... and I have a Match Condition

Then ... I edit one field to change the value

AND ... Set Entity Property

....wherein the Key Property is com.railsware.SmartChecklist.checklist

and the Property Value is

{{project.properties."com.railsware.SmartChecklist.templateId.78"}}

I found the how to for the checklist via this Forum which pointed me to

Add a Checklist Template on Issue Transition - Smart Checklist Cloud - Confluence

...and yes, I know it says Confluence.

The rule runs successfully. It does everything it's supposed to except the very last part even though the Audit Log reports success. The checklist is not showing up.

Any ideas?

Accepted answers

Olena Brazhko_TitanApps_

Hi @CJ Messick

Thank you for reporting! The Confluence link you shared has the correct steps to follow. But it is strange that the checklist does not show up in the end.

Could you please share the JSON file of the Automation rule you have set up? This way we can check it on our side.

Also, if you feel it will be more convenient, feel free to reach out to our Support team directly via support@titanapps.io.

Best regards,

All comments

Olena Brazhko_TitanApps_

Hi @CJ Messick

Thank you for reporting! The Confluence link you shared has the correct steps to follow. But it is strange that the checklist does not show up in the end.

Could you please share the JSON file of the Automation rule you have set up? This way we can check it on our side.

Also, if you feel it will be more convenient, feel free to reach out to our Support team directly via support@titanapps.io.

Best regards,

Tessa Tuteleers

Hey @CJ Messick ,

I checked the documentation and if you follow their instructions, it does seem to work without an issue.

What you can check is: Is the checklist in the correct scope (Global or that specific project)?

Please add screenshots of your work so we can check the configuration.
- Tessa

CJ Messick

How exactly do I even find the JSON for the Automation Rule? My rights as a Project Admin are fairly limited and I don't have access to the server at all.

CJ Messick

Ah.....perhaps you meant to export it?

CJ Messick

The template is clearly a Project Template.

CJ Messick

And the log shows :

Action details:

User condition

The following issues passed:

TICKETS-7091

If block

The following issues passed:

TICKETS-7091

Edit issue

Issues edited successfully

TICKETS-7091

Set entity property

Successfully set entity property.

CJ Messick

Might it be possible this is a rights issue? If I go to Project Settings->Permissions there are multiple references to Smart Checklists and the Granted To column is blank. Should that be the case, then I would have expected the checklist to not work at all let alone the "railsware" call to set the property.

Olena Brazhko_TitanApps_

@CJ Messick yes, I meant to export the JSON file for us to be able to check your rule configuration on our side.

Thank!

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