Flow Designer - adding a checklist to a form

Ben124
Tera Expert

Can someone please help me add a checklist to a SCTASK form using the Flow Designer?  I have a long flow (with multiple subflows) and I need some SCTASK tickets to get certain checklists.  I created a new template and can see it in the checklist_template table, but I can't see how to link that up using the Flow Designer.  This is a critical step in this flow design, but I'm really stuck here.  Any help is appreciated!  I can see this being used in future flows as well.  Thank you!

Here is what I see when trying to add the checklist as a field in the ticket creation and/or update process in the Flow Designer...

1 ACCEPTED SOLUTION

OlaN
Giga Sage
Giga Sage

Hi,

Checklists are tricky, they are not a regular field on the table, they are a separate record, kind of how an attachment is related to a record.

You can create a checklist connected to your sc_task, but it would probably require some altering of your flow.
First, you will need to uncheck the "wait" when creating the SCTASK.

Secondly, after the task is created, create a record in the checklist table.
Two fields must be filled in:
Document must be the SysID of the previously created task
Table must be sc_task.

Third, you will need to create one or more checklist item records, these are the things populated in your checklist.
Another create record action is needed, and the fields to fill in are:
Checklist, your previously created Checklist
Name, the text appearing for the user to check

Finally, you will need to create a wait for condition action, if you want your flow to wait for the completion of the created SCTASK.

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find_real_file.png

find_real_file.png

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View solution in original post

3 REPLIES 3

OlaN
Giga Sage
Giga Sage

Hi,

Checklists are tricky, they are not a regular field on the table, they are a separate record, kind of how an attachment is related to a record.

You can create a checklist connected to your sc_task, but it would probably require some altering of your flow.
First, you will need to uncheck the "wait" when creating the SCTASK.

Secondly, after the task is created, create a record in the checklist table.
Two fields must be filled in:
Document must be the SysID of the previously created task
Table must be sc_task.

Third, you will need to create one or more checklist item records, these are the things populated in your checklist.
Another create record action is needed, and the fields to fill in are:
Checklist, your previously created Checklist
Name, the text appearing for the user to check

Finally, you will need to create a wait for condition action, if you want your flow to wait for the completion of the created SCTASK.

find_real_file.png

find_real_file.png

find_real_file.png

find_real_file.png

Thank you so much for the help!  I was stuck with this because I had created the template outside of the flow and was trying to pull in the template.  I never thought to create the checklist in the flow without the template.  This works!

coconino
Tera Contributor

Thank you for the info. I am trying to create the Checklist record, but the all the Checklist records are all greyed out and not available and can not manually add the SysID. 

What an I missing? Thanks in advance.