Automation according to checklist item status

Rodrigo Xavier
Contributor
October 10, 2023

Hello good afternoon everyone. Please could you clear up my doubts. Is it possible to create an automation that runs in response to the status of the checklist?
Example.
I have a checklist with some items.
I would like to know when any of these items change status (Done or In Progress), that a comment be made.
Would this be possible?

1 answer

1 vote
Wojciech Wardaszko [HeroCoders]
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October 10, 2023

Hi @Rodrigo Xavier 

Checklists are not a native Jira feature. Please let us know which checklist app you are using - the solution to your question may vary greatly depending on the app in use.

Cheers!

Rodrigo Xavier
Contributor
October 10, 2023

Hi, @Wojciech Wardaszko [HeroCoders] Wow, I forgot the basic information.
We are using the Issue Checklist for Jira. Pro

Wojciech Wardaszko [HeroCoders]
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October 11, 2023

Hi @Rodrigo Xavier

That's our app! I'm happy to help.

I must say I gave this problem some thought, and I came to some conclusions that are not app-specific.

So first of all, if you feel that you need to check some items in your checklist off whenever some other item is checked, why have them as separate items in the first place? You could simply add those additional lines as a description to your checklist item to list what completing it entails.

If you are sure the automated approach is what you need, then the steps would be following, assuming you don't use checklist statuses:

0. Enable the Save local checklist items to Jira custom fields option in Issue Checklist's Global settings and wait for the checklist data to be saved in the custom fields. Depending on the size of your instance it can take up to 24 hours.

1. Create an automation rule with components as follows:
Trigger: Field value changed. 
Field to monitor: Checklist Text

Condition: Advanced compare condition
Value 1: {{fieldChange.fromString}}
Does not contain
Value 2: * [x] <<put the text of the item to trigger the automation here>>

Condition: Advanced compare condition
Value 1: {{fieldChange.toString}}
Contains
Value 2: * [x] <<put the text of the item to trigger the automation here>>

Action: Edit Issue
Field to edit: Checklist Text
Value: {{issue.Checklist Text.replaceAll("\[] text of the first item to be autochecked","[x] text of the first item to be autochecked")

Duplicate the last step for all items that are meant to be checked based on that trigger item.

I hope this helps. Let me know if you have any questions.
Cheers!

Karishma Khanna
Contributor
November 20, 2024

In the edit condition if I want to only mark the items as Skipped instead of Done?

Wojciech Wardaszko [HeroCoders]
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November 22, 2024

Hi @Karishma Khanna,

Then you'd need to change the string to search for in the first and second condition to * [skipped] <<the text of the item in question>>

I hope this helps. You can always reach out to us through our service portal if you need more guidance :)

Cheers!

 

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