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JIRA automation: when all items in checklist are done, then change issue's status

maela.pascullo May 13, 2024

Hello.

I am struggling to find a way to change the status of an issue when all items of the checklist related to it are done.

Is there a way to set up an automation for this? That would be:

When all checklist items are done --> then move issue to done

Many thanks in advance.

Maela.

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Gracjan Wesołowski _HeroCoders_
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May 13, 2024

Hi @maela.pascullo 

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

It is possible to achieve this with automation:

  • Ensure the Save local checklist items to Jira custom fields global setting is enabled.
  • Navigate to Project Settings > Automation (or Jira Settings > System > Automation rules).
  • Click Create rule.
  • Select the Field value changed trigger.
  • Select the Checklist Completed field in the first dropdown and Edit issue in the second list. Click Save.

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  • Click New condition and select Issue fields condition.
  • Select Checklist Completed from the list of fields. Select equals in the condition dropdown and All Completed in the value text box. Click Save. Note that this condition will also be met if all checklist items are deleted. If you want to avoid this, add another condition that verifies that the Checklist Text custom field is not empty.

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  • Name the rule and click Turn it on.

Select New action and Transition issue. Select the appropriate status and click Save.

For details, please refer to the documentation here.

Cheers!

Gracjan

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Answer accepted
maela.pascullo May 14, 2024

Hi @Gracjan Wesołowski _HeroCoders_

Many thanks for your support!

Unfortunately, I cannot enable the setting "Save local checklist items to Jira custom fields" because my company doesn't allow it. Is there an alternative way to apply this automation?

Best,

Maela.

Gracjan Wesołowski _HeroCoders_
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May 14, 2024

This option fills checklist custom fields with data and synchronizes them with each checklist update. Unfortunately, without it, we can't check with automation if the items are done.

@maela.pascullo Is there a specific reason why your company does not want to use it? If there are any questions related to that option, we are happy to answer, and discuss it.

You can contact us through our support center here.

Best Regards,

Gracjan

 

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