Best Practice for Adding a Checklist to SCTASK Without Creating New Fields
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3 weeks ago
I have a catalog item where multiple groups work on a single task. Each group has a checklist of actions they need to complete before passing the task to the next team.
I’d like to display a checklist on the SCTASK form that each team can interact with (e.g., check off items) before moving forward. However, I want to avoid creating additional fields on the SCTASK table.
Is there a recommended best-practice approach to achieve this functionality? Any suggestions or alternative solutions would be greatly appreciated.
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3 weeks ago - last edited 3 weeks ago
You can create variables on that catalog item and make them only visible on sc_task (hidden for ritm and catalog item) using catalog ui policies/catalog client scripts.
In this way you will not have to create fields on table.
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3 weeks ago
Hi @RaghavSh ,
I’ve created a variable that should only display on the Catalog Task and Requested Item. However, all variables appear as read-only in both places. I checked the out-of-box client script “Variable Editor Readonly”, and both scripts are inactive. I also don’t see any ACLs applied.
How can I make this variable editable? I tried using a Catalog Client Script for this item, but it’s still not working. Where else can this be configured?
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3 weeks ago
I think even if the client script is active you can make the variables editable using catalog UI policies.
Try changing the order of your UI policy and run it only on RITMor SCtask as per your need.
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3 weeks ago - last edited 3 weeks ago
I would recommend looking into separating the single task into multiple sequential tasks instead of multiple teams juggling a single task. Consider e.g. reporting benefits or how the transition of work items from one team to another works in a single task scenario.
However you can have a look at the checklist formatter . Tables are [checklist], [checklist_item] and [checklist_template].