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Add Checklist Based on a Custom Field Value

This rule add a checklist depending on the value of a custom field.


If you are using Checklist for Jira ENTERPRISE , note that this rule cannot add/modify a Global Checklist. Global Checklists are added to issues via their context.


  • This example shows how to add a checklist when the issue is created. You can modify the automation rule 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 may make the automation rule run repeatedly.

  • You can use an if/else clause to add different checklists associated with different custom field values.

Add a Checklist Based on a Custom Field Value

  1. Ensure the Save local checklist items to Jira custom fields global setting is enabled..

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

  3. Click Create rule.

  4. Select the Issue created trigger and click Save.

  5. Click New component and select New condition.

  6. Select Issue fields condition.

  7. Select the desired field and the value required to add checklist. Click Save.


  8. Click New component and select New action

  9. Select Edit issue.

  10. Select Checklist Text custom field in the dropdown. Type or paste in your formatted checklist. Click Save.

  11. Name the rule and click Turn it on.

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