Automate issue checklist population.
Asked by Patrick Keller:

So, I'm trying to attempt to automate the population of checklist within a Jira employee onboarding project.   

![Jira issue slide 1.png](/t5/image/serverpage/image-id/335027iF6A6ADD4269241FC/image-size/large?v=v2&px=999 "Jira issue slide 1.png")

I want to have it set up to when an issue (employee) is moved to the next bucket phase

![Jira issue slide 2.png](/t5/image/serverpage/image-id/335033i2F1DE171E278837A/image-size/large?v=v2&px=999 "Jira issue slide 2.png")

Then a checklist for that issue (employee) automatically populates within the issue pertaining to that bucket. (a list of items that should be completed and checked off before migrating to the next bucket or phase)

![Jira issue slide 3.png](/t5/image/serverpage/image-id/335035i0A4C8C6C2473E058/image-size/large?v=v2&px=999 "Jira issue slide 3.png")

I have the templates saved for each bucket with the "[**Issue Checklist Free app for Jira**](https://marketplace.atlassian.com/apps/1220209/issue-checklist-for-jira-free?hosting=cloud&tab=overview)" and I can load them manually myself from the ellipsis menu within the checklist block after adding checklist from the top issue bar tab as seen above.

![Jira issue slide 4.png](/t5/image/serverpage/image-id/335036iB8F01BC78AAE44B5/image-size/large?v=v2&px=999 "Jira issue slide 4.png")

![Jira issue slide 5.png](/t5/image/serverpage/image-id/335037i014AF56EC8675CE5/image-size/large?v=v2&px=999 "Jira issue slide 5.png")![Jira issue slide 6.png](/t5/image/serverpage/image-id/335038iC11121ADF5A84C57/image-size/large?v=v2&px=999 "Jira issue slide 6.png")

The issue is I want this auto-populating each bucket it transitions to. I have it set up within the workflow the stages to which an issue (employee) must transition before the next bucket phase

![Jira issue slide 7.png](/t5/image/serverpage/image-id/335039i9BFAEB4F8F8431EF/image-size/large?v=v2&px=999 "Jira issue slide 7.png")![Jira issue slide 7.5.png](/t5/image/serverpage/image-id/335040iE4A4D0B1772230CE/image-size/large?v=v2&px=999 "Jira issue slide 7.5.png")

The problem persists within the Automation rule configuration trying to set it up for when it moves to the next bucket it selects the correct checklist template to add.

![Jira issue slide 8.png](/t5/image/serverpage/image-id/335042i950F4CC7D960C68A/image-size/large?v=v2&px=999 "Jira issue slide 8.png")

I have the correct flow to the left, but I can't figure out where I'm going wrong with the JSON syntax for the new rule field.   
I'm not completely knowledgeable with JSON so I've been trying to use GPT to piece together the syntax and I've tried different syntax formatting to make it work.

{  
"fields": {  
"Checklist": {  
"template": "Orientation"  
}  
}  
}  
This was the original syntax I was using although it kept throwing an error when I was trying to save.   
I appreciate anyone's help with this issue! Thanks in advance.


Answers:
author: Adaeze_Jude_HEROCODERS
body: Thank you, @Marc Koppelaar - Devoteam, for sharing this document.  
[@Patrick Keller](/t5/user/viewprofilepage/user-id/5530907) You can also choose to use the labels integration feature.  
This feature automatically adds a checklist when a label is added to an issue. The label should be named exactly the same as your Templates. In your case, the label should be: Orientation  
First, you should enable the feature by navigating to Jira settings \> Apps \>Issue Checklist Free- Global settings; you will find the option at the bottom of the page, as shown:  
![RDeiwZxm05.png](https://community.atlassian.com/t5/image/serverpage/image-id/335226iC0C2CF3A68691BC9/image-size/large?v=v2&px=999 "RDeiwZxm05.png")  
After that, your automation should look like this:  
![chrome_Vl09kghwdM.png](https://community.atlassian.com/t5/image/serverpage/image-id/335227i2D9DEF80FB999E23/image-size/large?v=v2&px=999 "chrome_Vl09kghwdM.png")  
I've added a last step to remove the label as you do not need it there when the Checklist is added, as shown:(SN: Removing the Label does not remove the Checklist)  
![chrome_KORDTxLB7j.png](https://community.atlassian.com/t5/image/serverpage/image-id/335229i8CB56F23B85C01A0/image-size/large?v=v2&px=999 "chrome_KORDTxLB7j.png")  
Please reach out [here](https://herocoders.atlassian.net/servicedesk/customer/portals) if you have further questions.

comments: author: Patrick Keller
body: Thank you so much for the advice [@Adaeze_Jude_HEROCODERS](/t5/user/viewprofilepage/user-id/4978590)

This will work for now, at least until I understand JSON and figure out a way to get the syntax to work within Jira.


author: Patrick Keller
body: [@Adaeze_Jude_HEROCODERS](/t5/user/viewprofilepage/user-id/4978590) How do you add the {And: Re-fetch issue data} component. It's not within my triggers.  

\*\*Edit\*\* Never mind I found it haha\*


author: Patrick Keller
body: It works! you're a life saver \<3


author: Marc - Devoteam
body: Hi [@Patrick Keller](/t5/user/viewprofilepage/user-id/5530907)

Check the app documentation.

there is loads of info how to create checklists via automation.

Note: don't use the YAML field as its deprecated, use the checklist text option.

Example: <https://docs.herocoders.com/checklist/append-checklist-item-s-on-issue-transition>


Tags: automation

checklist

cloud

jira-cloud