How to display checklist dynamically based on project phase or project state

BiancaK
Tera Expert

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 

BiancaK_0-1724613055008.png

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

5 REPLIES 5

Thank you BiancaK 🙂

This is very helpful in adding checklists to a record based on values of the other field of that record.