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!

[Pete R1]

Have you checked out the checklist_template table? This should store those templates.

You should be able to make the changes you need, load the list of checklist templates (checklist_template.list), then export the xml for the list(s) from there. Then import the xml in the other instances.

How to export XML from a list:

https://docs.servicenow.com/bundle/geneva-servicenow-platform/page/administer/development_best_pract...

[GregF2]

Thank you for the idea Peter.  Unfortunately that table is empty for us, but we have multiple HR Services with checklist templates.

[Kiel Sanders]

You'll be looking for the [checklist] and [checklist_item] tables for this.  Checklist contains the overall checklist and where it is assigned (case, service, incident, etc.).  You'll need to filter to the [sn_hr_core_service] table since this also contains instances of checklists on cases.  Checklist Item contains the individual items that make up the overall checklist and links them to the parent checklist.  You'll need to export the new values from both tables and import them in production as [checklist] and then [checklist_item].

Mark Stanger from SN Guru also has a Manually Add a Record to an Update Set article about creating a UI Action that you could use to force specific items like this to an update set.  Just keep in mind that you need to import all associated data so in this example, creating a service with a checklist creates records in both the checklist and checklist_item tables.

[pablo404]

I will definitely follow this process and I am sure that this one will help me a lot