question Re: How to Add Checklist Template to Record in Community Central forum

How to Add Checklist Template to Record

chrisinhoff — Tue, 22 Oct 2024 12:29:51 GMT

I have placed a Checklist area in my CHG record under the Relationships Tab. With this I have created a checklist named New Server Build. I have a Catalog Item for New Server Build requests that creates a CHG with details added to the CHG from the RITM and REQ. I would like to add a script somewhere in my workflow that adds the templated checklist to this CHG, so I do not have to manually add it once the CHG record is created.

I have been trying some scripts with ChatGPT and it is not working. Keeps having me try to use GlideChecklistUtil and this is not recognized, even though I have all the Checklist plugins installed.

Is this something that can be done, or am I chasing my tail?

Re: How to Add Checklist Template to Record

Paul Curwen — Tue, 22 Oct 2024 15:54:58 GMT

Add it to the form by following this remember to place it is a new Section call it Checklist:

https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB1200163

To hide/view from Client Script code use: g_form.setSectionDisplay()

e.g.

To Hide: g_form.setSectionDisplay('checklist', false);

To Make Visible: g_form.setSectionDisplay('checklist', true);

IMPORTANT NOTE: In the above the name of your section MUST be all lower case. If you have spaces in the Section name then replace the first space only in the name with an underscore, and with the remaining spaces being removed.

Re: How to Add Checklist Template to Record

chrisinhoff — Tue, 22 Oct 2024 15:55:59 GMT

This seems like it is a KB on how to add the checklist to a form initially. I already have my section where the Checklist resides on my form.

I am looking to try and have my catalog request workflow automatically apply the templated checklist I have made to the CHG that is created from the request. Currently the Checklist section is there when the CHG is created, but I have to manually go to the record and load the template to start using it, otherwise it is just a an empty section labeled Checklist.

Re: How to Add Checklist Template to Record

Paul Curwen — Wed, 23 Oct 2024 08:02:33 GMT

Ah, so that can be done, there is a definitive article here on the process which I have used successfully. Basically you create a BR that runs on inset of your Table (with your Conditions) and it dynamically adds the checks from a Checklist Template of your choice to the record:

https://www.servicenowelite.com/blog/2019/1/30/auto-generate-checklists

Re: How to Add Checklist Template to Record

chrisinhoff — Wed, 23 Oct 2024 16:03:07 GMT

This worked. Thank you very much!