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08-16-2019 01:09 AM
Hi All!
I am looking to have the Checklist formatter on our Incident form.
I have followed all the steps I can find online (below) but it is still now showing -
Added Checklist formatter to Incident via Form Design -
Ensured Checklist plugin was active -
Edited Checklist UI Formatter to use Incident Table (Previously it was on Task table) -
Checklist even shows in the Form Layout list BUT doesn't show on the Incident form.
Any ideas or help would be much appreciated.
Thanks,
Alex
Solved! Go to Solution.
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Instance Configuration

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08-16-2019 01:44 AM
Can you verify that you're showing the Default view of the Incident form?

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08-16-2019 01:16 AM
Hi,
Your steps should work fine, I don't see any mistake or something missing.
Can you try to clean the cache (type cache.do in the Application Navigator) and do a logout/login? Then, check it again.
Also, please revert the change done in Checklist UI Formatter to use Incident Table, it should work also for Task table because Incident extend Task table.
Thanks
Alberto

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08-16-2019 01:37 AM
Hi Alberto,
Thank you for responding.
I cleaned cache, logged out and back in but no joy 😞

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08-16-2019 01:44 AM

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08-16-2019 01:52 AM
Ahhhhh!
I was on default view and it is now showing BUT only for created incidents.
It does not show when you are creating an incident.
Is this how this function is designed to work? Do you know if there is anyway to show the Checklist when creating an incident?