Checklist Items Status Check
Explore two use cases demonstrating how automation can be applied to checklist item statuses. These scenarios are just examples. Feel free to create rules based on your specific needs.
Use Case 1: Email Notification for Incomplete Checklist Items in Done Issues
If you want to receive automatic notification when an issue is moved to the Done status without all checklist items being completed.
How to Create Rule
Select the Gear icon, and then select Issues.
On the left-side menu, select Custom fields.
In the search box, enter Closed checklist items.
In the search results, Closed checklist items will appear.
On the left side of the page, select three dots.
Hover the mouse over View field information, right-click, and then select Open link in new tab.
For future steps, you will need this custom field ID. Keep the page open to copy and paste the ID once you need it.
Return to the Custom field page, and then repeat all steps for Total number of checklist items.
For future steps, you will need this custom field ID. Keep the page open to copy and paste the ID once you need it.
Return to your project, and then select Project settings.
Select Automation.
Select Create rule.
Select Issue triggers, and then select Issue transitioned.
Select the required statuses, and then select Next.
Select IF: Add a condition.
Select JQL condition.
Enter the following query, and then select Save:
cf[ID] != 0
where ID is a custom field ID of the Total number of checklist items field (step 6).
Select IF: Add a condition.
Select {{smart values}} condition.
In the First value* field, enter the ID of the Total number checklist items field in the following format:
{{customfield_ID}}
In the Second value field, enter the ID of the Closed checklist items field in the following format:
{{customfield_ID}}
In the Condition field, select does not equal.
Select Next.
Select THEN: Add an action.
Select Send email.
In the To* field, select the recipient(s).
In the Subject* field, enter the required email title.
In the Content* field, enter a short message.
Select Next.
Select Turn on rule.
Select the name for your rule, and then enter it into the corresponding field.
Select who can edit this rule, and then select Turn on rule.
Use Case 2: Mark Issues as Done When All Checklist Items Are Completed
If you want an issue to be automatically moved to the Done status when all checklist items are completed.
How to Create Rule
Select the Gear icon, and then select Issues.
On the left-side menu, select Custom fields.
In the search box, enter Closed checklist item.
On the left side of the page, select three dots.
Hover the mouse over View field information, right-click, and then select Open link in new tab.
Return to the Custom field page, and then repeat all steps for Total number of checklist items.
Return to your project, and then select Project settings.
Select Automation.
Select Create rule.
Select Issue triggers, and then select Issue updated.
Select Next.
Select IF: Add a condition.
Select JQL condition.
Enter the following query, and then select Save:
cf[ID] != 0 AND cf[ID] != 0
where ID is a custom field ID you’ve got in steps 5 and 6.
Select IF: Add a condition.
Select {{smart values}} condition.
In the First value* and the Second value fields, enter the following values respectively:
{{customfield_ID}} where ID is the ID of the Total number checklist items field, and
{{customfield_ID}} where ID is the ID of the Closed checklist items field.
In the Condition field, select equals.
Select Next.
Select THEN: Add an action.
Select Transition issue.
In the Destination status field, select DONE, and then select Next.
Select Turn on rule.
Select the name for your rule, and then enter it into the corresponding field.
Select who can edit this rule, and then select Turn on rule.