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Attaching/embedding Checklist and Template during issue creation and transition

I am using the Jira software cloud. I am looking for solutions to my below problem statements. It can be either out-of-the-box from Jira Software Cloud or through some plugins (free preferably else paid).

1. While creating a particular issue type I want the system to add a few templates (.doc or .xls file) as attachments. Can it be specified through post function or automation?

2. While creating a particular issue type I want to add a checklist embedded to the issue (not as an attachment). (Does "Issue Checklist for Jira" by HeroCoders address this requirement?) and save it as a template for future loading.

3. While transitioning of the above issue from one status to the other, I want a new set of templates to get attached to the issue by the system. 

4. While transitioning of the above issue from one status to the other, I want a new checklist to get embedded to the issue and the previous checklists become uneditable/disabled.

3 comments

Hi @Mohajit Acharya 

Smart Checklist can be a solution for you (for the 2 case).

There is a way to set a specific checklist as default for an Issue Type, save checklist templates and use them inside your project for all issues via the "Import a Template" option, set a checklist on transition with the help of Jira Automation, see example here. And many more. It's all pretty easy to set up!

You can start with a Free version and then switch to the Enterprise version if necessary.

If you have any questions, you can always reach out to the Support Team directly at smartchecklist@railsware.com.

Hope it helps!

Hi @Mohajit Acharya , I would like to propose to you our Multiple Checklists for Jira. This solution allows you to add multiple checklists to Jira issue. You can create templates of checklists and automate them, so they are added when the created issue meets set  requirements by the JQL filter. 



Hope it helps! Please feel free to also contact us if you have any questions, I will be happy to assist you with our app or to meet on a showcase.

@Mohajit Acharya,

Both checklist requirement from your list can be achieved with Issue Checklist Free from HeroCoders that you mentioned.   

While creating a particular issue type I want to add a checklist embedded to the issue (not as an attachment). (Does "Issue Checklist for Jira" by HeroCoders address this requirement?) and save it as a template for future loading.

Please refer to the following docs:

While transitioning of the above issue from one status to the other, I want a new checklist to get embedded to the issue and the previous checklists become uneditable/disabled.

The only missing thing is that Issue Checklist does not support making part of the checklist uneditable/disabled. You can do it for entire checklist but not part of it. 
I believe that competitors advertised in this thread can't do it too. 

Let us know in case of any questions. We will be happy to help. 

Cheers,
Jack

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