Modify Checklist on Transition Post Function

Note

These rules can be used to modify Local Checklists. In Checklist for Jira ENTERPRISE, only Jira Admins can modify a Global Checklists.

Company-Managed Projects

Using Separators/Headers in Post Functions

Due to a Jira bug, if you are using a separator or header in your first checklist in a post function, the checklist may not render correctly. In this case, it is recommended that you use an automation rule to modify the checklist rather than a post function:

• Append checklist items on transition

• Replace checklist items on transition

To add or replace a checklist when an issue is transitioned:

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

2. Navigate to Project Settings > Workflows

3. Click the pencil icon to edit the workflow.
   

   

4. Select Diagram mode and click on the transition where you want to add the post function.

5. Click on Post Functions.
   

   

6. Click Add post function.
   

   

7. Select Update Issue Custom Field.
   

   

8. Select the Checklist Text custom field.

9. Paste in a formatted checklist. The easiest way to do this is to prepare a checklist on an issue and then copy it from the checklist editor.
   

   

10. If you want the new checklist items to be appended to the existing checklist, check the Append value checkbox. If the box is unchecked, the new checklist will replace the existing checklist.

11. Click Add.

12. Click Publish draft to save the changes.
    

    

13. Test the post function by transitioning an issue. The new checklist items will appear.

Team-managed Projects

You can create a rule in a Team-managed project to modify a local checklists when the issue is transitioned (similar to a post function in Company-managed projects).

To create the rule:

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

2. Navigate to Project settings > Issue types.

3. Select the appropriate issue type. Use the Search all fields box to find the Checklist Text custom field and drag it to the appropriate place on the Issue layout. Click Save changes.

4. Click on the Edit workflow button.
   

   

    

5. Click Rule.
   

   

6. Select Perform actions as the Rule type, and choose Update an issue field. Click Select.
   

   

7. Select the appropriate transition.

8. Choose Checklist text as the field, and paste in a formatted checklist. Use the radio buttons below the text field to indicate if you want to add the new items to the existing checklist, or replace the existing items.
   

   

9. Click Add.

10. Click the Update workflow button to publish the rule.