HR Service Checklist

SaurabhK6780891
Kilo Contributor

I have added a checklist in a HR Service however when I am creating a HR case selecting that HR Service, checklist is not coming into HR Case. I have also configured related list and moved checklist to right side.

1 ACCEPTED SOLUTION

Hi @SaurabhK6780891 ,

 

Please go to Configure > Form Design and check whether the Checklist Formatter has been added to the form. If it has not been added, please add it. Also, ensure the checklist is added to the HR service. See the images below for reference.

 

AstikThombare_0-1781075395992.png

AstikThombare_1-1781075450589.png

 

AstikThombare_2-1781075620230.png

 

 

If you found my response useful, please mark it as Correct and Helpful. Thanks! 

Astik Thombare
Rising Star 2025

 

 

 

View solution in original post

6 REPLIES 6

Hi @SaurabhK6780891 ,

 

Please go to Configure > Form Design and check whether the Checklist Formatter has been added to the form. If it has not been added, please add it. Also, ensure the checklist is added to the HR service. See the images below for reference.

 

AstikThombare_0-1781075395992.png

AstikThombare_1-1781075450589.png

 

AstikThombare_2-1781075620230.png

 

 

If you found my response useful, please mark it as Correct and Helpful. Thanks! 

Astik Thombare
Rising Star 2025

 

 

 

SaurabhK6780891
Kilo Contributor

Checklist is added to the HR Service and formatter is also added.. However when I am creating a case using that HR Service in which I have added the checklist, checklist is not getting attached to it native view of that case however if I am opening the case in Agent workspace checklist is appearing there.