Apply the hierarchy containing the checklist

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

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. The checklists added to the specific nodes are also visible on the ‘Apply Hierarchy’ dialog and on the hierarchy view 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

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