Add a Second Template When Issue Created

This page demonstrates how you can add a second checklist, in addition to one that is applied by default.

Limitations

• This rule allows you to add a second checklist on issue creation, in addition to the checklist that is being added by default. Note that the order of the checklists on the issue may vary.

• If you are using Checklist for Jira ENTERPRISE , note that this rule cannot add Global Checklist. Global Checklists are linked to issues via a checklist context.

Modifications

This example shows how to add an additional checklist when the issue is created. You can modify the automation rules to work on another trigger, such as Issue transitioned. Do not use the generic Issue updated trigger because when the checklist template is added to the issue, an “issue updated” event is sent by Jira which will make the automation rule run repeatedly.

Adding a Second Checklist

1. Ensure the Apply checklist templates via labels global setting is enabled.

2. Note the name of the template you wish to apply, and ensure that the name does not include spaces.

3. Navigate to Project Settings > Automation (or Jira Settings > System > Automation rules).

4. Click Create rule.

5. Select the Issue created trigger and click Save.
   

   

6. Click New condition and select Issue fields condition.

7. Select Issue type as the field, and the appropriate issue type.

8. Click Save.
   

   

9. Click New component and select New action. 

10. Select Edit issue.

11. Select Labels as the field to be edited, and enter the name of the template.

12. Click Save.
    

    

13. Name the rule and click Turn it on.