How do I Automatically Generate a Checklist on Task or Incident Submission?
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11-23-2018 09:00 AM
Hello,
I have an extended task table called "Branch Visits" and a form within it that is used for managing a technician's routine branch visit.
What I am looking to accomplish is to automatically generate a pre-defined checklist that appears on the form itself upon submission of the task. In addition, I want those checked off items to appear if I attempt to print the form or e-mail the results to the branch manager for each item checked.
I read that someone had a similar question a while back (about 2 years ago) but was hoping that maybe some better ways to do this may exist.
Any ideas?
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Incident Management
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11-23-2018 11:53 AM
Sorry, I can't help on that one, Jordan. We aren't currently using mobile at all.
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08-25-2021 07:22 AM
Take a look at this solution:
https://www.servicenowelite.com/blog/2019/1/30/auto-generate-checklists
you will create a checklist and write a BR (as outlined in the link above) to auto-trigger the checklist with the template. There is an app in the SN Store that has these features built-in, it is called "checklist pro" but it is not free.
