Auto-add Checklist Template to Template

[Community Alums]

Hi All,

I have configured many scheduled jobs where an incident is being created with a specific template.

Some of these incidents also have Checklist Templates.

Currently, the only way to add the Checklist Template is to add this manually after the incident is created.

Is there anyway to automatically add a Checklist Template?

Many thanks,

Alex

[Community Alums]

Hi Alex,

yes there is a way. I have done an article for that - take a look and ping me for follow-up questions. In general you can auto add check-boxes depending on task (INC in your case type, assignment group, etc.)

https://community.servicenow.com/community?id=community_question&sys_id=56044be5dbd8dbc01dcaf3231f96...

Cheers,

Joro

[Community Alums]

Hi Joro,

Thanks for your response.

I am struggling to understand the thread sorry!

Is the solution to have whatever is in the short description of a template the checkbox?

Can you please advise how to achieve this.

Thanks!

Alex

[Community Alums]

Hey Alex, my solution was based on description as these were SCTASKs hence we made these with same short description so that was my unique key. But you can do that with any unique/distinct field (or several fields that are comprising unique value). So for what you want to achieve, easiest way is to add a business rule that will insert record in sys_checklist - this is your kindda holder/wrapper for the checkboxes which are in sys_checklist_item. You can use templates or not. You can just add 2 records in checklist item table then 1 in checklist and add reference between these plus point document (table + record sysid). This will populate the checkboxes. I have developed much better solution which removes the possiblity the user to remove the chechboxes or add new ones as well as not allowing to close ticket if not all checked. If interested let me know and I will share that and explain how it works in general. Cheers, Joro

[Community Alums]

Hi Joro,

Thanks again for getting back to me.

My technical knowledge is not much regarding this.

Would it be possible to outline the steps and the code?

Many thanks!

Alex