To have an access to the Checklists functionality the user has to be granted the ‘Manage Checklists’ permission on the ‘Smart Issue Templates Permissions' page
Once the checklist was created as it is described here https://appsdelivered.atlassian.net/wiki/spaces/SIT/pages/1959690250/Create+Edit+Delete+the+Checklist#Create-Checklist,
it can be added to the hierarchy.
Open the ‘Manage Hierarchies’ page with the detailed view and select the specific hierarchy. Click the ‘Add Checklist’ button below the hierarchy name.
You’ll notice this dialog:
Field Name | Description |
|---|---|
Add | Select the Checklist you want to add to the following hierarchy (single select) |
In project | Select one project you want to add the Checklist for (single select) |
for | Select the anchor as the Issue Type |
with value | Select the specific issue type this Checklist will be added to (single select) |
All fields on the ‘Add Checklist’ dialog are mandatory.
Select the data in the fields and click the ‘Add’ button. You’ll see the Checklist name added to the selected issue type and displayed in the ‘Checklists’ column on the ‘Manage Hierarchies’ page.
You can add several Checklists for the same hierarchy and for the same issue type.
As soon as the Checklist is added you can apply the hierarchy with the scheduler or with the ‘Apply’ button.
You’ll see the Checklist in the lower right corner of the issue view page.
The options are available to be checked and unchecked there.
Scopes
After adding the checklist to the specific hierarchy, you can view this data using the 'Scopes' button.
The data is placed on the following dialog:
Column Name | Description |
|---|---|
Project | Project name dealing with the current Checklist |
Target type | Shown only with hierarchy |
Target name | Hierarchy name containing the Checklist |
Anchor type | Only submitted with transaction type |
Anchor value | The issue type which this Checklist is added to |
Adding the Checklist to the Issue Type that is not presented in the following Hierarchy
This action is available to procceed.
For example, the Sample Hierarchy - New Employee Onboarding hierarchy consists of a task and five sub-tasks.
You are going to edit it, add the Support story but first you want to add the newly created First Day checklist to this story. Here are the standard steps to follow:
Open the Manage Hierarchies page and select the Sample Hierarchy - New Employee Onboarding hierarchy in the left sidebar.
Click the Add Checklist button placed below the hierarchy name.
Select the First Day checklist in the Add dropdown in the Add Checklist dialog.
Select the Kanban software development (KSD) project in the in project dropdown.
Select the Issue Type in the for field.
Select the Story in the with value field.
You will notice the yellow warning triangle to the right of the with value field. After hovering your mouse over it the 'Current hierarchy does not have any node of selected issue type' pop-up will be shown.
7. Click the Add button at the footer of the Add Checklist dialog. The First Day checklist is added to the story successfully and the notification will confirm it.
8. Click the Edit button below the hierarchy name to add the Support story to the following hierarchy.
9. Create the Support story based on the same Kanban software development (KSD) project by clicking the Add Node button.
10. Click the Ready button, then the Edit Fields button, enter the data into the fields and click the Apply button.
11. Click the Update Hierarchy button at the footer in the Edit Hierarchy page.
12. Confirm your decision with the Confirm button on the Update Hierarchy: Sample Hierarchy dialog.
13. You will be redirected to the Manage Hierarchies page.
14. Select the Sample Hierarchy - New Employee Onboarding hierarchy in the left sidebar.
15. Scroll the hierarchy section down and you will see the First Day checklist attached to the Support story.
