Agent Workspace for HR Case Management -> Contextual Sidepanel -> Checklist item options

Dustin Taber1
Tera Expert

‎04-16-2025 10:37 AM

I've been trying to find more information on these checkbox options and figure out why they don't work, but I haven't had much luck. 
I've reviewed: 

The checklist options are "Required", "Disabled", "Read only", and "Invalid".

 

I've tried each setting and saved it (see images), but it doesn't seem to save it / work, when reopen, via the edit button, all the options are back in the "off" position.

 

Does this require any configuration to get working? IF so, where?

I know that the 'checklist' & 'checklist_item' tables don't have these fields, so it's a workspace thing.

 

Options selected

DustinTaber1_0-1744824736557.png

 

After Save - no visible differences

DustinTaber1_1-1744824780459.png

 

Reopened via Edit button

DustinTaber1_2-1744824828901.png

 

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sathishkesavara
Tera Contributor

‎05-02-2025 07:01 AM

@Dustin Taber1 ,

I have the same issue and question, where you able to find it.

Also, I don't my HR agents to add their own Checklist. Is there any way to hide the 'Add Item' option ?

 

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

Any leads would be helpful.

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Dustin Taber1
Tera Expert
In response to sathishkesavara

‎05-02-2025 11:26 AM

I have not yet received an answer, nor did I find anything out with my own research. I have dropped this idea until Service Now or someone else can shed some light on it.
You might not be able to remove the 'add item' link, but you could control this by disabling the checklist side panel option. I don't recall the specifics of how to do that, but I do know there are answers if you look for them.