Is it possible to add Checklist to a NON-TASK related table records?

[Sonal10]

Hi All,

So we have a user-defined table say "Sub-service" which extends "cmdb_ci_service". It contains all the services that we support.

We are looking at adding a Checklist to the records within Sub-service table - is it possible?

If yes - please advice on steps.

In case you are wondering why we need a checklist on this table, it is for us to track if all the transition activities have been completed on it for example Support model defined? Service Desk Trained? Documentation completed? etc...

Please let me know if you need any more information.

Based on what I found on Docs, checklists are available on all tables that are extended from the TASK table. <https://docs.servicenow.com/bundle/london-platform-user-interface/page/use/using-forms/concept/c_Checklists.html>

Thanks in advance

Regards,

Sonal

[SanjivMeher · Accepted solution]

You may try creating your own Checklist formatter. For example in below screenshot, Service Order etc has their own checklist formatter. You may try creating a formatter for your table and copy the UI macro from the existing UI macro and map it to your UI formatter

[Sonal10]

Exactly what I needed!.

Most appreciated @sanjiv

[Desmo]

Hi Sanjiv,

This is very helpful. I created a UI Formatter for a custom table and it is working. However, when a checklist is created, it does not create the list on the Checklist Item (checklist_item) table. I made sure to create a new field on the checklist_item form to capture the custom table record, similar to the task number.

Any suggestions.

Thank you.

Desmo

[SanjivMeher]

I think checklist items are connected via checklist record.

So you may need to create a Relationship record of checklist item table and task table and add it to related list.