How to automatically reset all the checklist when transitioning to "To Do"?

[Jyoti Manandhar]

Problem statement:  I have a list of checklists that need to be reset whenever I move a ticket from any phase to "TO DO". 

I tried creating automation that updates the checklist status to 0 when transitioning to To do but it did not work. 

[Bill Sheboy · Accepted solution]

Hi @Jyoti Manandhar 

What checklist addon are you using?

Would you please post images of your complete automation rule and the audit log details showing the rule execution?  Those may provide context for the community to offer suggestions.  Thanks!

Kind regards,
Bill

[Jyoti Manandhar]

Hi @Bill Sheboy

Thanks you for your comment. 

Here are the related screenshots. I did try automating the process but I could not find any fields related to the checklist so, I ended up adding a post function in the workflow but unfortunately, it is also not working. 

[Bill Sheboy]

Thanks for those screen images!

It appears you are using one of the versions of Issue Checklist, and the vendor documentation notes it is possible to clear the checklist items for a company-managed project.  Your screen images do not show the lower-left corner of the browser page, so please check if you are using a company-managed or team-managed project.

Here is the how-to from the vendor on doing this in a rule: https://herocoders.atlassian.net/wiki/spaces/CD/pages/3428485915/Reset+Checklist+Daily

Their example does this daily, so you can adjust your trigger accordingly to do this on issue transition.

If you run into problems trying this, please post an image of your complete rule and the community will try to help.

[Jyoti Manandhar]

Thank you @Bill Sheboy

I followed the steps from the link that you shared but it looks like instead of resetting the existing checklist, it is adding a new one. Here are the screenshots of automation and the end results.

Also, it appears that the JSON in the automation is trying to insert the checklist with id 3. There are 4 checklists out there. When I set the value as 3, it inserts the third template.

[Bill Sheboy]

I just tried their rule in my test instance, and it did not reset the list.  I am using the default install, and am not storing the checklist with the issue data...which appears to be an option with the Pro version.

Also, are you using the Free or Pro version of the addon?

At this point, I recommend contacting the vendor to ask if there is something to change from their example rule: https://marketplace.atlassian.com/apps/1211562/checklist-for-jira?hosting=cloud&tab=support

[Jyoti Manandhar]

Thank you @Bill Sheboy for the support. The addon I am using is "Issue Checklist for Jira Free".

I have also sought for support with the vendor.

[Jyoti Manandhar]

I was able to fix the issue with the support from herocoders.atlassian.net.

I updated the text field and updated the checkbox using regular expression.