Checklist for HR service migration from one instance to other

sanket16
Giga Guru

When it comes to move the Checklist from one instance to another, we often try to move them 

1. via update set

2. extract xml of checklist.

 

But after some time we find that they both approach is not helpful in this case.

Here the solution to move it.
consider the a checklist created in one instance. On HR service record we have option to "Save as template".
Give a name and group to which it will be visible(Prefer HR admin group as we are migrating it). Save the template.

sanket16_0-1702882546395.png

The record is saved to "checklist_template" table. move the XML file of the saved template to other instance.

Now on the HR service on other instance, we have a option to apply the template on checklist.

sanket16_1-1702883506256.png

 

And thats done!!!!

 

1 REPLY 1

Nilesh Wahule
Tera Guru

Hi @sanket16 ,

 

Thanks for sharing, Though it seems small thing, its very critical for business to have them in place accurately.

Kudos to you!!

 

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Nilesh Wahule