HeroCoders Checklist Integration

The HeroCoders Checklist Integration allows you to build checklists within your issue templates and automatically apply them to Jira issues using the HeroCoders Checklists for Jira app.

Prerequisites

Before using this feature, ensure the following:

• HeroCoders Checklists for Jira app is installed in your Jira instance.

• Sync checklists to Custom Fields is enabled in the HeroCoders app settings.

This setting automatically creates the writable Checklist Text custom field required for the integration.

HeroCoders Checklist Integration Support

HeroCoders Checklist integration works when templates are applied through supported methods. The table below outlines where integration is currently available:

Enable or Disable the Feature

Step 1: Navigate to Settings

1. Open Smart Issue Templates app.

2. Click Settings to access the Manage Settings page.

3. Scroll down to the HeroCoders Checklist Integration section.

Step 2: Enable the Feature

1. Toggle the switch to Enabled.

2. Select a Checklist Text Field from the dropdown.

The dropdown displays available fields with their custom field IDs.

Example:

Checklist Text (customfield_10034)

Important

Avoid selecting fields marked as view-only, because they cannot be updated through the API.

The setting is saved automatically.

Step 3: Disable the Feature (Optional)

1. Toggle the switch to Disabled.

When disabled:

• The Checklist Builder will not appear in the Edit Template dialog.

• Checklists will not be applied when using templates.

Note:
This feature is disabled by default.

Building Checklists in Templates

Step 1: Edit a Template

1. Go to the Issue Templates page.

2. Select a template you want to edit.

3. Click Edit Template Content.

Step 2: Use the Checklist Builder

Scroll to the HeroCoders Checklist section (visible only when the feature is enabled).

You can create checklists using:

Sections

Click Add Section to create a new checklist section with a title.

Items

Click Add Item to add checklist items within a section.

After finishing your checklist:

1. Click Update to save the template.

Applying Checklists to Issues

Method 1: Apply Template to an Existing Issue

1. Open a Jira issue.

2. Click Apply Template (play button) from the Smart Issue Templates panel.

3. Select a template that contains a checklist.

4. The HeroCoders Checklist Field dropdown will appear (pre-selected with your configured field).

5. Click Apply.

The checklist will be automatically applied to the issue’s HeroCoders Checklist field.

Method 2: Create Issue from Template

When creating a new issue using a template that includes a checklist:

• The checklist will be automatically applied to the newly created issue.

Troubleshooting

Settings Summary