Add Checklist to Mobile App

[MrMuhammad]

Checklist

Checklists provide a simple way to track the progress of tasks without creating additional records. Checklists can be added to the form view of any table that extends Task [task].

What we will achieve in this article?

This article provides step by step instructions on adding a checklist to the ServiceNow mobile app [Agent, Now, onBoarding].

For the sake of this Lab, I have added a checklist on the case form on the platform. Now we will leverage that checklist in OOB Active cases form Applet under custom segment called To-Dos.

You can add a checklist to form applet of your choice.  

OUTPUT

 

Solution

1. Navigate to System Mobile --> Applets and Create New. Select Details as Applet type from the drop-down menu. 

• Name - To-Dos [your choice]
• Icon - Article icon [your choice]
• Fetch Type - Prefetch
• Table - Case [Your source table]

2. From the Screen Field RelatedList click New. Fill the Fields as follows.

• Type - Checklist
• Field Name - Checklist [Your choice]
• Record Id Field - Sys ID
• Order - 100 [Your choice]
• Description Text Type - Constant
• Description Text - Checklist [Your Choice]
• Screen - AutoPopulated

3. Open Target applet by navigating to System Mobile --> Applets. I am using Active Cases Applet. 

4. Under Form Segment embedded List double click Insert New Row and select To-Dos Applet that we created in the first step.

5. Save the form to add the embedded screen to the database. We are done now open up the Mobile App, navigate to the applet you added checklist on and you will find the To-Dos segment and under that, you will have your checklist. 

VOILA!!

My Related Articles

1. Add Applet to Bottom Navigation bar | Mobile App

2. What's New For Servicenow Mobile App | Paris Release

Feel free to Bookmark, hit helpful, and leave a feedback or question in the comment box.  

[MrMuhammad]

Updated!!

[MrMuhammad]

Updated!

[MrMuhammad]

Updated!

[ColK]

Thank you so much for the helpful Article!

I have a question about the embedded list: would it be against recommended practices to have more than 1 embedded list for an applet?

[MrMuhammad]

Hi @ColK,

Thank you for your comment.

The best practice says to limit form segments to 2-3 in order to avoid negative performance impact and provide a cleaner user experience. 

Please refer section "6.2.1 Forms"  of Best practices guide provided by ServiceNow at the below link

Best Practices Guide: Building Mobile Apps with ServiceNow

Thanks,

Sharjeel

[cashmere]

Hi, great article thank you._{__}

_{TweakBox Tutuapp}

[MrMuhammad]

Hi, Thank you for the feedback. 🙂

[Pelo Ntwampe]

Is it possible to create the checklist on the mobile app itself or add a checklist item to the existing list on the mobile app?
Thank you.

[Houssem Troudi1]

Hi,

Thanks for the useful article

[Houssem Troudi1]

Is it possible to hide the applet "To-Do" when I have no checklist for a record?

I am using the checklist in the table "wm_task".

Thanks for any help you can provide

[John M EXTER]

Thank You very much.It helps me a lot @MrMuhammad .

[Jose Manuel]

Does this still work? or is there another way to do that?

EDITED: it worked!

[Joe1]

Is there a way to make a "new checklist item" button?

[Jose Manuel]

@Joe1  The checklist items are based on the template, I think tant to change the items dynamically is not the "must be" of this feature. But one idea that I can give you is:

Create a top menu function or footer function with the name "Create new item checklist"

open a input form screen with a text field.

in the action item,

1. you need to go to the table checklist_template

2. modify the array of the items by adding your new text and save the record

3. go to the checklist table and query the specific record via the document field

4. Delete that record.

When the checklist record is deleted, automatically another record is created and it will take the new items.

Note: you will lose the responses that the user has done.

[Joe1]

@Jose ManuelThanks for the response. I was thinking more of adding an additional item, not replacing the list.

[Jose Manuel]

@Joe1  Maybe you can try to add the new record to the table checklist_item and see if this works

[Developer9999]

Hi I tried to add checklist, But it shows no data available. Thought the checklist is available in native ui

[BrownBear]

Can you provide new version of this for use with Mobile App Builder in the Yokohama release??

[User351072]

Hi ,
I have implemented this before Yokohama upgrade , after the upgrade this is not working. Can you you suggest me any alternative way to achieve this.

Thanks