Automation
New Feature Announcement
Global Checklists are currently in BETA and will be available in Issue Checklist for Jira ENTERPRISE once released. Contact our support team if you currently use Issue Checklist for Jira PRO would like to participate in the Beta.
Checklist for Jira creates custom fields which can be used with Jira automation to automatically execute Jira actions (i.e. transition an issue) in response to changes on the checklist; or to automatically add or update a checklist in response to changes on a Jira issue.
Sample Automation Rules
Limitations
If an automation rule references the Checklist Text field, the Save local checklist items to Jira custom fields global setting must be enabled for the rule to function. After enabling the Save local checklist items to Jira custom fields setting, the sync may take a few hours up to a full day, to complete, depending on the size of your instance. Please allow adequate time before using the field in automation rules.
Jira Service Management currently includes Automation and Legacy Automation. The examples on these pages refer to Automation.
The Default Checklist feature is not compatible with automation rules that use the Issue Created trigger. Both actions depend on Jira’s Issue created notification and an order of operations error may occur.
Copying Checklist Text
If you need a to reference the text of a checklist in an automation rule, copy the contents of the checklist editor.
Finding Custom Field IDs
To find the ID of the custom field:
Log in as a Jira Administrator.
Go to Jira Settings > Issues > Custom fields.
Search for the indicated custom field.
Click the More menu (…) and select Edit Details.
Copy the URL of the page. The URL will end with the ID number of the custom field.
Custom fields can be duplicated by some errors or rare scenarios. If you are experiencing issues with accessing custom fields, make sure you are referencing the custom field that is currently used by Issue Checklist.