Can we automatically add a Checklist to a RITM?

[trishlipe]

We have a Catalog item for PC replacements and a Checklist template that should be used when deploying a replacement device. We would like for the checklist to auto populate when we open a PC replacement ticket instead of relying on staff remembering to select the template.

Is there a way to get the Checklist to display the template once the RITM is opened?

Thank you

[Michael Kaufman · Accepted solution]

Here is an article that might help

• Auto Generate Checklists

Mike

[trishlipe]

Thank you for this information. I will look at this and test it. I will let you know if I have any follow up questions.

[trishlipe]

This is exactly what we needed. We were able to get this working, using the information you provided.

Thank you

[jesusemelendezm]

nice way to get it done!