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

Sonal10
Kilo Expert

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

 

1 ACCEPTED SOLUTION

SanjivMeher
Kilo Patron
Kilo Patron

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

 


Please mark this response as correct or helpful if it assisted you with your question.

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5 REPLIES 5

ty_roach
Tera Guru

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.