IS it possible to add a checklist to a case task using Flow designer

[Richard T]

Hi

Can anyone give me any pointers on how to add a checklist to a case using flow designer ?

Thanks

Richard

[MattiasJonsson]

There's no single feature in FD to create a Checklist.

A checklist has three potential components, stored in the below tables.

[checklist]

[checlist_item]

[checklist_template]

You could potentially create a record in [checklist]

Then create x amount of records in [checklist_item] and link to the one created in [checklist].

and

Also, you could go in warp overdrive.

If you have templates in [checklist_template], you can work with the JSON "blob" in [checklist_template.template]

{"owner":"6816f79cc0a8016401c5a33be04be441","name":"Checklist of items","items":[{"name":"Call the vendor","order":0},{"name":"Follow up email to customer","order":1},{"name":"Slack the supervisor","order":2}]}

If correct or helpful, please indicate so.

[Richard T]

Thanks Mattias, that is very helpful.

If the checklist already existed, how could I use the flow designer to add it to a case I am creating?

[Andy M1]

Hi Mattias!

what's the JSON "Blob" you're referring to?  Is that supposed to be a flow action available to choose from?

"If you have templates in [checklist_template], you can work with the JSON "blob" in [checklist_template.template]

{"owner":"6816f79cc0a8016401c5a33be04be441","name":"Checklist of items","items":[{"name":"Call the vendor","order":0},{"name":"Follow up email to customer","order":1},{"name":"Slack the supervisor","order":2}]}"

[Myrddin Emrys]

Where it is is described right there: In the [checklist_template] table, in the [checklist_template.template]  column. Did you look at that table yourself? You'll need to create some templates first to look at (though it would have to be a pretty unusual SN instance if nobody is using templates).