I would like the automation steps to automatically import a smart checklist template when an issue with a certain description is created.
Hey @HENDRICKS_ JODIwelcome to the community!
Please check out Smart Checklist documentation, here's how you can use Smart Checklist Templates in Jira Automation: https://railsware.atlassian.net/wiki/spaces/CHK/pages/3921543201/Use+Templates+in+Automations
Let me know if you need any further guidance!
Hi @HENDRICKS_ JODI & welcome to the community,
You should take a look at the support documentation of the app:
https://railsware.atlassian.net/wiki/spaces/CHK/pages/3454730248/Add+Checklist+on+Issue+Creation
You can set an issue property when an issue has been created with the description you are looking for. With that the smart checklist will show up.
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Welcome @HENDRICKS_ JODI
Natively, Jira doesn't have templates for checklists nor it does support the checklists as a feature. Rather these are defined as action items that can be added one by one.
For having the checklists as a template without the automation though, you can look here:
https://herocoders.atlassian.net/wiki/spaces/CD/pages/3428550593/Apply+Checklist+Template
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Hi @Nikola Perisic ,
Not quite true. Since november last year Jira does have the concept of action items, which you can add in your issue. However, you can't add them via automation.
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As I've stated in my post, checklists are named as action items that you can indeed add to your issues. Plus it was followed with statement that there is the app that makes checklist templates.
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You're right, I had overlooked it.
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If you're looking for a solution that doesn't require setting up a Jira automation rule, you can use the Behavior Builder by Templating.app
There you can just set the condition in the app:
If field type description = Your preferred description
Then run modification = Add description with your preferred checklist template
If you want to see this in action with a similar use case feel free to watch this video:
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