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

rafas_10
Tera Guru

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:

rafas_10_0-1736338181147.png

What is the purpose of those options?

 

Thank you!

1 ACCEPTED SOLUTION

Runjay Patel
Giga Sage

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
YouTube: https://www.youtube.com/@RunjayP
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6 REPLIES 6

Hi @Runjay Patel ,

Is there any way to hide 'Add item' option ?
Because this option is visible to all HR agents, so it should be restricted and only HR admins would like to create check list.

 

Searched a lot and I'm unable to find where this has been configured in Workspace.

Any leads would be helpful.

Ankur Bawiskar
Tera Patron
Tera Patron

@rafas_10 

check the docs, it clearly says it helps in resolving cases and adds consistency

Using checklists in HR Service Delivery Agent Workspace 

If my response helped please mark it correct and close the thread so that it benefits future readers.

Regards,
Ankur
Certified Technical Architect  ||  9x ServiceNow MVP  ||  ServiceNow Community Leader