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Using checklist template in HR agent workspace

Nishant Kehar
Tera Expert

Currently in HR agent workspace you cannot select a checklist template nor you have the option to save your created checklist as a template.

 

I was able to create a custom solution where you can apply the checklist template by selecting the template from a reference field. But I am looking for a better solution that closely mimics that of the platform.

 

Has someone implemented a custom functionality similar to how the checklist (formatter) works in platform view? 

 

1 ACCEPTED SOLUTION

Nishant Kehar
Tera Expert

I was able to achieve this using select component and a custom data resource to create records in checklist and checklist items tables. 

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2 REPLIES 2

Nishant Kehar
Tera Expert

I was able to achieve this using select component and a custom data resource to create records in checklist and checklist items tables. 

BEBOLD2
Tera Contributor

Hi @Nishant Kehar ,

Do you have any code/screenshot which will help us.

Please do share...Thank you