Checklist Templates on Task Forms

[kraeside]

Is there an easy way to display a specific checklist template on a task form whenever it is opened by an end user?

Would a Business Rule work? Or, should I write a custom script?

Thanks,

Ken

[Mike_R]

If you are using workspaces to fulfill tasks, consider using playbooks instead.

Otherwise, you can create a business rule to attach a specific checklist to a task.

Example script:

new ChecklistUtil().createChecklistFromTemplate(checklist_sys_id, task_table_name, task_sys_id)

You can get the checklist_sys_id from the checklist_template table.

[kraeside]

Thanks Mike.