How to display checklist dynamically based on project phase or project state
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08-25-2024 12:13 PM
Good day
I am trying to achieve the below:
I would like to display a specific checklist template based on the current project phase.
For example, if the project is in the initiating phase then display checklist 1. If the the project phase is planning then display checklist 2 etc
I have followed this article to automatically display the checklist, by using a BR:
https://www.servicenowelite.com/blog/2019/1/30/auto-generate-checklists
But this hard codes a specific template. I would like it dynamic and a check should first be done to see what phase the project is currently in.
Any assistance would be appreciated.
Thanks
#spm
#strategic portfolio management
#project portfolio management
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03-25-2025 11:45 PM
Thank you BiancaK 🙂
This is very helpful in adding checklists to a record based on values of the other field of that record.