Automate template via JQL

Owned by Sebastian Brudziński
Last updated: Oct 03, 2024 by Anna Kwaśny
2 min read

See also How to automatically add checklists to your Jira issues - step by step guide

In addition to simple automation by issue type in a specific project, it is also possible to automate adding templates with the JQL filter, which makes the automation more flexible on when to add a checklist to the issue. Similarly, as with the simple automation, this action is reserved for user with global permissions as well as for project and Jira admins.

Before you automate your checklist with the JQL filter, please make sure the filter is visible publicly or for your organization in its settings. Without this setting, you won’t be able to select the filter while automating your checklist.

For Server/Data Center Hosting choose any logged user or anyone on the web.

After that you can proceed to the next step. To enable automation with the JQL filter:

  1. Go to the ‘Manage templates’ page.

  2. Click the Add automation button.

  3. Click Automate with JQL Filter. 

  4. Then, you can either select an existing filter from the dropdown menu or you can click Create filter to create one.

 

As soon as an issue reaches a state that matches the JQL filter search, the chosen checklist template will be added to this issue. Each checklist template will be added only once.

A sample JQL filter that adds a checklist template when either a Story or a Task reaches the 'Testing' status could look like below:

issuetype in (Story, Task) AND status = Testing

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