Which condition for automation rule to import a checklist when a template is used for new story?

[Antje BERHEIDE]

I want to write an automation rule that causes a certain checklist to be imported automatically into a new story, when the condition is met that a certain template has been chosen: A user creates a new issue (type: Story) and chooses Templates > Template X. Then, I want the checklist Y to be integrated into the story automatically.

My question is how to create the right condition?

[Antje BERHEIDE]

Maybe I need to clarify: The selection of the template will happen manually only in those cases where the user needs it and not automatically for every story. What I need help with is to create this condition: "If the user (manually!) selects the template <name of template> for a new story,..." Unfortunately, I couldn't find a condition that allows me to do this.

[Matheus Souza Alves_TitanApps_]

Hi @Antje BERHEIDE ,

Matheus from TitanApps Team here!

If you use Smart Checklist for Jira, you can set a template to be imported into an Issue once certain condition is met. We have an article explaining in detail how to set it up!

Please don't hesitate to reach out if you have any other questions!

Regards!

[Adaeze_Jude_HEROCODERS]

Hi @Antje BERHEIDE 

Welocme to comunity!

If you use Checklist for Jira Free, PRO, or Enterprise, you can use the Label integration feature to add the checklist to issues when they are created.

First, you need to enable this feature in Global settings. To do this, navigate to Jira settings > Apps > Checklist for Jira > Global settings.

 as shown:

Then create an automation as below:

This should add the Checklist in Template1234 to the issue when the issue is created.

Please let me know if you use any of the Apps and if you would like to explore this option more. Please reach out here.

[Antje BERHEIDE]

Hi @Adaeze_Jude_HEROCODERS thank you for the description.

When I look at your screenshot, the automation rule will cause the checklist to be integrated into EVERY issue when the issue type is story.

However, my challenge is not how to integrate the checklist but how to create a condition:

ONLY if the user selects a certain template for the new story, I want the checklist to be pulled.

So: How do I create this condition ("if template x has been chosen")? Which condition option allows me to do this? What is the syntax?

[Fernando Eugênio da Silva]

@Antje BERHEIDE , Welcome to the Atlassian Community!

You can create a select field with all template options, then you can create conditions based on this field that for each template option you'll able to apply your checklist creation automatically.

Hope this helps

[Antje BERHEIDE]

How can I do this? Where do I create the field and which condition component shall I use?