Flow designer - adding checklist template

Sri29
Tera Contributor

Is there a way to add checklist template as part of flow designer action. I come across a similar post (https://www.servicenow.com/community/itsm-forum/flow-designer-adding-a-checklist-to-a-form/m-p/53308... but it seems this post is discussing on creating a checklist items on the fly. I have a checklist template, but seems like I don't see a way to ad it into the flow. Please advise.?

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Sandeep Rajput
Tera Patron
Tera Patron

@Sri29 Please refer to this thread https://www.servicenow.com/community/developer-forum/how-to-automatically-add-a-saved-checklist-to-a... here the author suggested to create entries in checklist and checklist_item table and used the checklist_templated table to fetch the items for the checklist. You can also use the similar approach in your flow (Lookup checklist_template table) and create a record in checklist and checklist_item table. This way you will be able to add checklist on a task via the flow.

 

Hope this helps.

Sri29
Tera Contributor

Thanks @Sandeep Rajput I saw the post you shared earlier, but I think they meant the code for workflow as they used task.setNewGuid() call.

 

I didn't understand when you said to  "use the similar approach in your flow (Lookup checklist_template table) and create a record in checklist and checklist_item table".  I don't see how I attach checklist_template to checklist record. Can you share sequence of steps.?

 

@Sri29 Here is what I meant.

 

Screenshot 2024-02-29 at 4.22.59 PM.pngScreenshot 2024-02-29 at 4.22.53 PM.pngScreenshot 2024-02-29 at 4.22.41 PM.png

Sri29
Tera Contributor

Thanks for sharing screenshots @Sandeep Rajput, but I don't see how you refer the checklist template inside checklist or checklist_item.

 

I see the lookup option is good and I can fetch the template created. But assigning it to the checklist or checklist item is not clear. In both places you are not referring the checklist template you lookup in the first action step. 

 

Do share any document you refer to. Again, thank you so much for looking into my question.