How to change a field when a single checklist item is marked done

[tbundy]

I am trying to set up a automation that will automatically change the value in a field when a specific checklist item is marked "done" and also when it's marked "skipped"

Using the smartchecklist from railsware I believe. 

When checklist item "Deploy all code changes to [Gov1] (https://odo.corp.qualtrics.com/wiki/index.php/Gov1_datacenter) if applicable and fill out Gov1 field on the right hand side as *Yes*" status is marked "done" then change value in Gov1 field to 'Yes' 

[Olena Brazhko_TitanApps_]

Hi  @tbundy, 

Thanks for asking!

We can offer the following Automation rule configuration:

1. Trigger: "Smart Checklist Progress" custom field changes

2.

a. If: a specific checklist item is set to DONE:

+ Deploy all code changes to [Gov1] (https://odo.corp.qualtrics.com/wiki/index.php/Gov1_datacenter) if applicable and fill out Gov1 field on the right hand side as *Yes*

Then: "Gov1" field equals YES

OR

b. Else-if: a specific checklist item is set to SKIPPED:

x Deploy all code changes to [Gov1] (https://odo.corp.qualtrics.com/wiki/index.php/Gov1_datacenter) if applicable and fill out Gov1 field on the right hand side as *Yes*

Then: "Gov1" field equals YES

Please note, that Smart Checklist has its own markdown format to mark items as DONE or SKIPPED:

+ done item

x skipped item

Please make sure to turn the rule on.

 

Let us know if that works well for you.

Regards,

Olena

[Olena Brazhko_TitanApps_]

Hi @tbundy 

How are you? I'm just checking in to see if the solution worked for you.

Let us know if we can help further!

Kind regards,

Olena

[Samuel Gatica _ServiceRocket_]

Hi @tbundy 

Please check the suggestion in the post Automatically Update Issue Status Based on Checklist Progress 

You should be able to achieve that with automation, please find an example below:

The automation triggers whenever there is a change in the Checklist Text field, reviews if the Business Analysis is done, and also checks if the status of the ticket is Business Analysis to avoid triggering this automation in other stages of the workflow.

I hope this helps!

Best regards

Sam