Checklist for Jira | Enterprise
This instruction applies to the following app: Checklist for Jira | Enterprise by Herocoders
By integration, we consider an ability for users to save Checklist app values as a part of Easy Template’s issue template and then restore/add checklist value to the created Jira issue.
There are two types of integrations that are possible:
Option 1. Using
Checklist Text
custom fieldOption 2. Using issue labels
Option #1. Integrate Checklist for Jira with Easy Templates using Checklist Text
custom field
How to save the issue checklist as part of the Issue Template
First of all, make sure to enable the custom fields integration within the Issue Checklist for Jira “Global Settings”.
Go to Jira settings → Apps → Checklist for Jira | Enterprise → Global Settings
Enable Save local checklist items to Jira custom fields
Make sure
Checklist Text
is added to Jira Issue Edit screen in Screens configurationTo make Jira issue screens less cluttered - you may hide the custom field using “Configure” option in Issue screen
Add checklist items
You can see if an issue has been updated by showing the “Checklist Text” field as a column in the advanced issue search.
Save an issue template via Easy Templates app.
Checklist Text
field values would be saved into the template as well.
How to restore saved checklist from Issue Template
That’s it! Now, when you create a new issue from the Template - Checklist would be populated with the saved checklist automatically! 🚀
How to see and manage saved checklists in Issue Template
Make sure, the
Checklist Text
field is added to the global Create Issue Jira screenGo to Apps → Easy Templates for Jira
Open Template and you’ll see the saved template as Custom fields in the checklist app’s text format
Option #2. Integrate Checklist for Jira with Easy Templates using issue labels
In short - consider using an approach, described in an article https://docs.herocoders.com/checklist/adding-templates-to-issues.
Save Checklist template
assume you need to create Definition of done checklist
add checklist to an issue
Save as template
Give it the name “defninition_of_done”
Create an Issue label called “definition_of_done”
Save Jira issue as a template via the Easy Issue Template app
The issue Template should look like
Having label addedNow, when creating a new issue from that template, the checklist template will be automatically applied based on the defined issue label per checklist functionality 🎉