Is it possible to add multiple checklist to a record at a time?

[Pooja Gupta]

Hi, 

I have a requirement to add multiple checklist to a Record at a different states of an Incident.  Currently, to add a new checklist to an Incident at In Progress state, I need to delete the Checklist I had added during the New state of the Incident. Is it possible to have the both the checklist visible on the record at the same time?

Thank you.

[Riya Verma]

Hi @Pooja Gupta ,

Hope you are doing great.

Yes, it is possible to have multiple checklists visible on the record at the same time. You can create a checklist field that allows for multiple entries. This way, you can add new checklists without deleting the existing ones. This provides a more flexible approach to managing checklists for different states of an incident.

[Ben_Barker]

Hi!

Playbook would be amazing to to all that. You could define stages and multiple checklist per the progress of the playbook.

Process Automation Designer is great to design this.

Hope it helps or inspire!