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...
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.
Hi @Mannapuram
You will of course need to add the checklist to the form.
Easiest way to do so it to select Configure -> Form Layout in the Context menu.
Then search for checklist by typing "che" in the list, should be the first option you find.
Can also see the attached image.
Hope this helps.
