Hi @Delroy Fletcher ,
If you're looking to automate creation of a checklist based on page headers, I'm afraid that won't be possible as Jira Automation has very limited interactions with Confluence - I believe all you can do with it is create a Confluence page and specify a template to use. There are complex ways to do more, but they are not relevant to your use case.
The checklist part of your question is doable if you're okay with using apps on your Jira instance; you should look into possible checklist solutions. However, the checklist would need to be manually created once and then used as a template.
I cannot speak about other products as I don't know them that well, but our Issue Checklist for Jira Free (under 20 items on a checklist) or Pro (unlimited) allows for use of headers, so you could format the checklist template to your liking.
To automate as much as possible of the task ahead of you, I would create a separate type of an issue like "onboarding" and assign the created template to that issue type by default, so each created "onboarding" issue would have that checklist.
Please note that with our app a template affects the issue only once, when it's applied to it - changes to a template do not affect the existing issues to which it was applied in the past.
In the upcoming Enterprise version of our app you will also be able to use Global Templates - changes to one of those will propagate to all issues using such a template.
If you have any questions related to our checklist app, I'm here for you.
Cheers!
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.