Creating HR checklists
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‎06-04-2025 08:53 AM
I have Lifecycle events using templates for creating HR tasks. I need to add a checklist to it. How can I do that? I see the checklist formatter is in the list view but not able to add it. Tried to add in the template and it is not working. Tried to set HR task type to Checklist but could not add anything. Any ideas?
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‎06-05-2025 05:35 AM
Hi Samadam,
Please refer this community link : Solved: Re: Checklist for HR task - ServiceNow Community
Mark this as helpful and correct if this helpful.
Thanks,
Yaswanth
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‎06-05-2025 07:43 AM
I figured out the issue, I created templates in the lifecycle events scope and that did not let me add. I created the template in HR core and it worked. When I try to move the checklist by capturing the XML for checklist ad checklist_list in global scope I get errors that associated record is not found and it did not work. How can I capture the template with Checklist items in it?
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‎06-05-2025 07:53 AM
What do you mean by capture, capturing in update sets?
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‎06-05-2025 07:55 AM
Yes, they are not captured in update sets. I had to use Add to Update set and capture.