Implementing Checklists on a Catalog Task

[ravi_otpp]

Hi SN Dev Community,

Has anyone been able to implement the Checklist feature on catalog tasks (eg. easy way for the task recipients to understand what needs to be done without multiple tasks)? Is there quick steps on how to implement this?

Thanks,

Ravi

[Uncle Rob]

There's an ok Checklist functionality pre-built on the platform:   Checklists

However, if you want a richer checklist experience, including...

- mobile interface

- detachment from tasks

- ability to add comments to checklist items
- ultra-fine version controlling

... then I'd ask you to look at our ECheck application, built natively on the ServiceNow platform.   One of our clients uses it to manage millions of dollars of risk, in a facilities management use case that reports right to the board of directors.   Its so easy to use the stakeholders started building before we even arranged training.

[ravi_otpp]

Thanks, I've managed to create a checklist template which I can find within the checklist_template table. I've also updated the template instance to assign it to the specific group that would be handling the catalog task   in question. I can see that within the task I'm now able to select the Checklist option and select the newly created template, however, how do I ensure that is automatically surfaced when a specific application's task is kicked off?

Is this handled through an UI policy or catalog script?

Thanks.

[ravi_otpp]

Just following up on this, actually adding the out of the box Checklist to the Catalog Task by surfacing the formatter on the form and creating the checklist items is simple enough.

My issue is, how would I go about accomplishing the following:

1. Only surface a particular pre-created checklist template for a specific catalog item at the TASK level (otherwise hide all available checklist templates from being selected)
2. Aside from the point above, only surface a checklist template to a particular group within the catalog item (eg. in the even that there are many groups involved in the catalog item)
3. Ensure that the checklist items are mandatory and needs to be checked before the task can be closed off

I've found that there are UI Macros which seem to allow you to modify some of the behaviour behind the checklists, however, I'm not sure how to go about modifying these to accomplish the points above. Has anyone already dealt with something similar or have any ideas?

Thanks,

Ravi

[surya123]

Hi Ravi

Did you get a solution to this? I am also looking for showing checklist for 1 task of the catalog item and not all.