Auto-Create Checklist from Template
Tired of creating checklists for each issue manually? You can streamline your workflow by setting up automation. With this feature enabled, a checklist will be automatically added to any newly-created issue, saving time and effort.
Use Case: Automatic Creation of Checklist Based on Template
If you have a unified template suitable for most issues within your project, configuring its auto-generation not only saves your time but also enhances the work process through automation, improving efficiency and productivity.
An access token is required to configure the auto-create of a checklist.
How to Create Access Token
Being signed in to your Jira cloud instance, select Apps, and then select Manage your apps.
On the left-side menu, select Tokens, and then Create new token.
Enter the name of your API token, and then select Create.
The pop-up window with your token will appear. Before closing the window, please copy that token and keep it in a secure place. You won’t be able to see the token again.
Select Copy, and then Close.
Here, you can also revoke your tokens. Revoking a token makes it invalid and removes it from the list.
How to Create Rule
Select Project, and then select project where you want to set up automation.
Select Project settings.
Select Automation, and then select Create rule.
Select Issue created.
Select Save.
Select THEN: Add an action.
In the search box, enter web, and then select Send web request.
In the Web request URL* field, enter the following URL (you can just copy-paste it):
https://checklist-cloud-prod.alphaservesp.com/api/automation/template
In the Headers fields, first, enter the word Authorization, and then paste the token you’ve created here.
Select +Add.
In the Headers fields, first, enter the word Template, and then enter the name of the template you have in your project.
In the HTTP method* field, select POST.
In the Web request body, select Issue data (Automation format).
Select Save.
Select the name for your rule, and then enter it into the corresponding field.
Select who can edit this rule, and then select Turn it on.