Best practice for managing a checklist

[robert_mosaic]

Hello,

We have a need to change an existing checklist (associated with an HR Service). What's the best practice to manage updates to an existing checklist? Migrated from development? (doesn't appear to be captured in an update set). Import / Export via XML? Completed directly in production?

Also, after updating the checklist by editing the HR Service, the updated date on the HR Service record did not reflect an update after the checklist was updated. I don't believe this is intentional? It certainly would be helpful to see when it was last changed.

Thanks for your help in advance!

[nthumma]

If the checklist is reference table then it will not capture in update set. you have manually import and export via XML.

or

you can right click on the list header menu and select create application files to capture in update set.

[GregF2]

Did anyone find the answer to this?  I am not sure how to export/import the checklists associated with HR services between environments.  I found the table that has checklists associated with tasks, but that's not what I need.

[robert_mosaic]

We've found it easier to manually recreate those changes in production as we've noticed some dependency issues. Not ideal, but it has been the most effective way for us. We would then copy prod down to other non-prod environments to ensure IDs are in sync. Hope this helps.

[GregF2]

This is where we landed as well.  Thank you for your response.