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You can use the Modify Checklists post function to automatically perform operations on checklists when a workflow transition occurs. This can be helpful to adapt checklists to a particular workflow; for example, you could configure the post function so that once the developers finish developing a feature and move the issue to the “To Review” state, the checklist items that the QA teams need are automatically added.
To set up a post function that will modify checklists during a workflow transition:
Go to Administration > Issues.
In the sidebar, go to Workflows > Workflows.
In the Actions column for an existing workflow, click Edit.
Select the transition that you want to modify:
In Diagram mode, click on the arrow that points to the transition, and then click Post Functions in the panel that appears on the right.
In Text mode, click on the transition name in the Transitions (id) column.
In the Post Functions tab, click Add post function.
Select Modify Checklists and click Add.
Configure the parameters, which are described in the table below, and click Add.
On the Workflows > Workflows page that you are returned to, publish your edited workflow so that your changes take effect.
Add Parameters to Function
The name of the function, which is only displayed for reference in the list of post functions.
The checklist(s) to which the condition will be applied; use Shift + Click or Ctrl + Click to select multiple. If none are selected, the condition will be applied to all checklists associated with the issue.
Generate history log
Check this field if you want the modifications to generate a log in the issue history.
If you do not want to generate a history log, keep this field unchecked and make sure the post function is positioned after the Update change history for an issue and store the issue in the database step.
Existing Items - Completion
The impact on the checkboxes of existing checklist items when the workflow transition occurs:
Existing Items - Statuses
The impact on the statuses of existing checklist items when the workflow transition occurs:
The items and/or headers that will be added to the checklist when the workflow transition occurs:
If you select Replace, global checklist items will not be removed. These items are immutable. To replace the entire checklist, ensure that no global items have been created (see Editing global items).
Only append items that do not exist
You can check this field to prevent items from being added multiple times if the same transition occurs more than once.
Items will only be considered duplicates if their names, Markdown, and descriptions are exactly the same. The comparison is case sensitive, and any additional characters or spaces will result in the items being seen as different.
The issue rules that must all be satisfied before the condition will be applied. If no issue rules are created, the condition will always be applied.
You can use an
If you change a field in a transition screen that is queried by your JQL, the system will validate the old value instead of the new one.
Make sure that the Modify Checklist post function is positioned after the re-index step. It also helps if the function occurs immediately before the issue event is raised. If not, the JQL query will likely not work.