Checklist for Jira on-the-fly

[Laura Soeder]

Hello everyone,

I would like to have an automation that creates and attaches the checklist from Jira on-the-fly when a ticket is created. Is that possible?

Thank you and best regards,

Laura

[Gracjan Wesołowski _HeroCoders_]

Hi @Laura Soeder 

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

If you are referring to our app, then yes, it is possible to automatically attach a checklist to newly created issues. You do not even need automation for that.

You can use the Default Checklist Template feature instead of the automation to add the checklist whenever an issue is created. You simply create a checklist template and set it as default for your desired issue type.

If you have some more complex logic behind it, you can use automation as well.

Let me know if that's what you were referring to.

Cheers,

Gracjan

[Kevin Patterson]

Hi @Laura Soeder ,

It looks like this is possible from their documentation. If you already have a checklist template configured you can leverage their API through a send web request action in your automation rule to attach the right template. 

see here for details: https://aserve.atlassian.net/wiki/spaces/CC/pages/2802974757/Auto-Create+Checklist+from+Template 

[Laura Soeder]

Hello everyone,

Thank you for your reply. But I use the app “checklist from Jira on-the-fly” https://aserve.atlassian.net/wiki/spaces/CC

Unfortunately, I haven't found a solution yet.

But thanks a lot for helping me out!
Laura :)

[Olena Brazhko_TitanApps_]

Hi @Laura Soeder 

In case you are using or considering Smart Checklist for Jira, your scenario can be easily achieved.

You can either Add Checklist on Issue Creation, or use the in-built functionality to Set a Template as Default for a specific Issue type.

If you have more questions, be sure to reach out to us directly at support@titanapps.io.

Best,

Olena

[Michał Kowalewski_SolDevelo]

Hi @Laura Soeder 

If you're using Multiple Checklists for Jira - app that was development by the company I work for, then it's possible.

You can automate a checklist template in the template settings so that it is added whenever a new Jira issue is created:

Feel free to contact us here in case you have any questions regarding the app.

Kind regards,
Michał
SolDevelo Team