Adding the Checklist Formatter to the CMDB Table

richelle_pivec · ‎07-11-2018

The checklist formatter appears as a choice on any of the tables extended off of the TASK table. However, it is not on the CMDB table or any of the ones extended from that. We'd like to use it on our Application Form for team members to check off that they've done certain things that are necessary to on-board a new application.

Can I add this formatter to the CMDB table? And, if I can, how do I do it? The information in the Product Documentation doesn't really address this. Maybe checklists are only available for tables/forms on the TASK table?

thanks,

Richelle

Mark Stanger · ‎07-11-2018

Looks like this might have changed in a recent release. I'm on a Kingston release and I've just managed to add it to the Configuration Item table. Here's what you need to do to test...

1) Navigate to 'System UI -> Formatters' in your left nav

2) Find the 'Checklist' formatter record for the 'Task' table and open it.

3) Change the Table value to 'Configuration Item (cmdb_ci)', right-click the form header, and select 'Insert and Stay'

4) Navigate to any CMDB form and personalize to see if the 'Checklist' formatter is available.

View solution in original post

Mark Stanger · ‎07-11-2018

Just edited my original response. You may be able to get this to work if you're on a later release.

ty_roach · ‎11-27-2019

The problem with the OOB checklists is that they are unreliable, meaning, people can change the content of the checklist item after the fact, add items, delete items, change items. There's also no guarantee that the same checklist will appear for same situation. There is no way to restrict who can edit the checklist or when it can be edited (like do you really want people changing checklist responses after the record has been closed).

Enter Checklist Pro. We built Checklist Pro to solve all those problems and more. Checklist Pro application administrators can define when checklists get created and associated with records in a table (any table - not just those that extend TASK), when these checklists can be edited, when the associated record is considered "closed" (and thus should prohibit further checklist updates). We even added the ability to define "Required" checklist items that allow enforcement, thereby preventing a record from closing unless the required items are completed. We've built convenience Database Views to go with the most common checklist tables, which include TASK, SYSAPPROVAL_APPROVER, CMDB_CI.

They work in the Service Portal as well as in the Classic UI.

They'll work with other Scoped Applications (like HR or SecOps or even custom scoped apps & tables).

For more information contact TyGR LLC or goto our youtube channel to see it in action.