JIRA automation: when all items in checklist are done, then change issue's status

[maela.pascullo]

Hello.

I am struggling to find a way to change the status of an issue when all items of the checklist related to it are done.

Is there a way to set up an automation for this? That would be:

When all checklist items are done --> then move issue to done

Many thanks in advance.

Maela.

[Gracjan Wesołowski _HeroCoders_ · Accepted solution]

Hi @maela.pascullo 

My name is Gracjan I'm a Customer Success Expert at HeroCoders, the team behind the Issue Checklist app that you are using.

It is possible to achieve this with automation:

• Ensure the Save local checklist items to Jira custom fields global setting is enabled.
• Navigate to Project Settings > Automation (or Jira Settings > System > Automation rules).
• Click Create rule.
• Select the Field value changed trigger.
• Select the Checklist Completed field in the first dropdown and Edit issue in the second list. Click Save.

• Click New condition and select Issue fields condition.
• Select Checklist Completed from the list of fields. Select equals in the condition dropdown and All Completed in the value text box. Click Save. Note that this condition will also be met if all checklist items are deleted. If you want to avoid this, add another condition that verifies that the Checklist Text custom field is not empty.

• Name the rule and click Turn it on.

Select New action and Transition issue. Select the appropriate status and click Save.

For details, please refer to the documentation here.

Cheers!

Gracjan

[Tauscher_H-D]

Hi Gracjan, 

I only see one field that gets updated in my case, a custom field called customfield_10489, that carries the value: "Checklist: 4/5" for example.

The issue I have is that when I check the last item, the value in customfield_10489 is updated to "Checklist: 5/5", but I cannot get my Jira automation to trigger here. I don't know how to find this field in the Drop down of the Monitor field value change trigger.

I can only seem to choose fields that have a name, and I don't see a name on this field aside from customfield_14089 itself.

Given this issue with triggering the automation, do you think the solution is still this?

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

If i manually trigger the automation, I can already extract the value 4 and 5 from the value "Checklist: 4/5" and compare them. I just cannot get the trigger to fire.

The issueupdated trigger also does not fire when I check an item on a checklist, so I'm a bit stuck.

Do you have any idea what I could do?

Thanks a lot for your help.
Markus

[Ken Mizell]

@Gracjan Wesołowski _HeroCoders_ 
Thanks for this - I have it set up and it's mostly working, however, 

If I add a new issue, The issue starts with a blank checklist, If I then mistakenly click the "+" button to add a second blank checklist

 

the rule fires and marks the issue as done even though the first checklist has no items in it yet. 

Additional Info: 
This only happens on the first time I click the + button.  If I reset the status to "To Do" and delete the second checklist and then click the + again it doesn't do it... but it does for the first click of that "+" on a new issue. 

I clicked the + when I meant to click the ... to get to the "Load template" choice. 

We used to have a default template, but once we had more than one team with different definitions of Done I had to turn the default one off so they wouldn't get the wrong checklist automatically applied.


How do I resolve this?

[maela.pascullo · Accepted solution]

Hi @Gracjan Wesołowski _HeroCoders_

Many thanks for your support!

Unfortunately, I cannot enable the setting "Save local checklist items to Jira custom fields" because my company doesn't allow it. Is there an alternative way to apply this automation?

Best,

Maela.

[Gracjan Wesołowski _HeroCoders_]

This option fills checklist custom fields with data and synchronizes them with each checklist update. Unfortunately, without it, we can't check with automation if the items are done.

@maela.pascullo Is there a specific reason why your company does not want to use it? If there are any questions related to that option, we are happy to answer, and discuss it.

You can contact us through our support center here.

Best Regards,

Gracjan