Reporting on Checklist Progress

[mehling]

I have a catalog task with a checklist.  How can I display the current top unfinished checklist item in a report?

[swathisarang98]

Hi @mehling ,

Could you please provide additional information or  some screen shots to understand the requirement.

Please mark this comment as Correct Answer/Helpful if it helped you.

Regards,

Swathi Sarang

[James Chun]

Hey @mehling,

The components that make up the checklists are stored in two different tables:

• Checklist [checklist] - the link between a record (e.g. SCTASK) and a checklist
• Checklist Items [checklist_item] - the link between individual questions and a checklist

So if you want to query the incompleted items, you should use the Checklist Items table. However, I doubt you will be able to do any reporting (i.e. grouping by checklist item) as it's a string field. Additionally, checklist items are easily changeable or can be deleted by agents hence I doubt there is much value in doing this.

Instead, if feasible, I would advise replacing the checklist items with separate catalog tasks.

Cheers