What is the purpose of the checklist field in HR Agent Workspace?

[rafas_10]

Hi everyone!

With the upgrade to Xanadu version we saw an extra button, the 'Checklist' one that we don't figure out the usage.

It has the option to select 'Required', 'Disabled', 'Read only' and 'Invalide' but for example when we select the option 'Required' it should not let us close the case before the checkbox is cheked?

The print below shows the checklist I'm talking:

What is the purpose of those options?

Thank you!

[Runjay Patel · Accepted solution]

Hi @rafas_10 ,

The "Checklist" button you’re referring to is likely part of ServiceNow's Enhanced Task Boards or Case Management enhancements introduced in the Xanadu version. It provides a way to ensure specific steps or tasks are completed as part of a workflow.

• Required:

  • When you mark a checklist item as "Required," it is meant to block the case/task from being closed unless the required checklist items are completed (checked).
  • If this isn't working as expected, it might require additional configuration or validation logic to enforce this behavior.

• Disabled:

  • This makes the checklist item uneditable, meaning users cannot check or uncheck it.

• Read Only:

  • The item can be viewed but not modified.

• Invalid:

  • This typically flags the checklist item as incomplete or incorrect. It might be used for reporting or visual cues rather than enforcement.

Do refer below docs:

https://www.servicenow.com/docs/bundle/xanadu-employee-service-management/page/product/human-resourc...

https://www.servicenow.com/docs/bundle/xanadu-employee-service-management/page/product/human-resourc...

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Regards
Runjay Patel - ServiceNow Solution Architect
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[Runjay Patel]

Hi @rafas_10 ,

Thank you for marking my solution as helpful! If my answer addressed your query, feel free to accept it to help others in the community benefit as well.

[rafas_10]

Hi @Runjay Patel ,

Thanks, understood it better! I need to configure the required field because it doesn't seem to be working!

[rafas_10]

Hi @Runjay Patel ,

Do you know where I can configure , for example, the required field? Since it's letting me close the case without cheking the checklist?

Thanks!