How do i display a specific checklist based on a category/subcategory selection?

[Tony98]

I am trying to display a specific predefined checklist based on a subcategory selection. I understand that the checklist doesn't display until after the work order has been submitted. Here's what I have so far:

 

I am trying to automatically set the Checklist when Subcategory is chosen with:

Subcategory (u_fm_subcategory) = Filters

Checklist required = Fuel-Filters

I have written a Client Script to select the correct checklist when subcategory = filters:

==============================================

function onChange(control, oldValue, newValue, isLoading, isTemplate) {
if (isLoading || newValue === '') {
return;
}

// Subcategory = value is 1601 = Filters
// Fuel-Filters is the checklist name
if(g_form.getValue('u_fm_subcategory') == '1601')
g_form.setDisplay('Fuel-Filters',true);

// Subcategory = value is 1607 = Tank
// Fuel-Tank is the checklist name
else if(g_form.getValue('u_fm_subcategory') == '1607')
g_form.setDisplay('Fuel-Tank',true);
}

==============================================

I have the checklists ready and viewed them by searching:  checklist_template.list

After the work order has been created, I now have to go in and manually select the checklist, but want this automated.

Where am i going wrong? Is it in the script?

thanks

Tony

[Allen Andreas · Accepted solution]

Hi,

Doesn't appear as simple as just showing it on the form.

Please see: https://community.servicenow.com/community?id=community_question&sys_id=765d07e9db9cdbc01dcaf3231f96... for a suggested method.

[ty_roach]

You may wish to consider using the ServiceNow Store application: Checklist Pro.

The problem with the OOB checklists is that they are unreliable, meaning, people can change the content of the checklist item after the fact, add items, delete items, change items.  There's also no guarantee that the same checklist will appear for same situation.  There is no way to restrict who can edit the checklist or when it can be edited (like do you really want people changing checklist responses after the record has been closed).

Enter Checklist Pro.  We built Checklist Pro to solve all those problems and more.  Checklist Pro application administrators can define when checklists get created and associated with records in a table (any table - not just those that extend TASK), when these checklists can be edited, when the associated record is considered "closed" (and thus should prohibit further checklist updates).  We even added the ability to define "Required" checklist items that allow enforcement, thereby preventing a record from closing unless the required items are completed.  We've built convenience Database Views to go with the most common checklist tables, which include TASK, SYSAPPROVAL_APPROVER, CMDB_CI.

They work in the Service Portal as well as in the Classic UI.

They'll work with other Scoped Applications (like HR or SecOps or even custom scoped apps & tables).

For more information contact TyGR LLC or goto our youtube channel to see it in action.

Also - besides the classic Checkbox Item, Checklist Pro allows you to include various data types, including Textbox fields, Date, Integer, Custom Choice Lists and Reference fields.

[Shanti7]

Hi Tony, 

Were you able to attach checklist based on subcategory?

Thanks,

Shanti

[ty_roach]

Hi Shanti,

If you are open to a ServiceNow store (paid) solution to give you a variety of options for using Checklists, including your scenario for a checklist based on subcatetory (or any other condition), please consider Checklist Pro.  For you convenience, here's 4min video that illustrates some of the differences between Checklist Pro and the OOB checklists.

Kind regards,

Ty