display project task checklist in a widget

francisfairley
Tera Contributor

We are using Checklists within Project Tasks. How can we display the project task checklist items in a widget?

4 REPLIES 4

Aditya Telideva
ServiceNow Employee
ServiceNow Employee

you might need to set dynamic filter in a simple list widget. And to do this, specify a Dynamic Filter, the easiest way is to capture the encoded query string for your filter using this wiki article: Encoded Query Strings - ServiceNow Wiki.   Then paste that filter string into the edit panel of the widget in the Service Portal Designer.



You can also edit the widget by navigating to the Service Portal page the widget is on, CTRL+Clicking the widget, and then selecting Instance Options from the context menu.


Thanks,


Adi


Aditya thank you for this suggestion.



I should clarify about the widget, I may not be using the correct terms. I am using report widgets on the out-of-box ITIL Homepage >> My Work (report widget).


ty_roach
Tera Guru

Suggest using Checklist Pro, a ServiceNow store application that works in both classic UI as well as in the Service Portal.

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find_real_file.png

The problem with the OOB checklists is that they are unreliable, meaning, people can change the content of the checklist item after the fact, add items, delete items, change items.  There's also no guarantee that the same checklist will appear for same situation.  There is no way to restrict who can edit the checklist or when it can be edited (like do you really want people changing checklist responses after the record has been closed).

Enter Checklist Pro.  We built Checklist Pro to solve all those problems and more.  Checklist Pro application administrators can define when checklists get created and associated with records in a table (any table - not just those that extend TASK), when these checklists can be edited, when the associated record is considered "closed" (and thus should prohibit further checklist updates).  We even added the ability to define "Required" checklist items that allow enforcement, thereby preventing a record from closing unless the required items are completed.  We've built convenience Database Views to go with the most common checklist tables, which include TASK, SYSAPPROVAL_APPROVER, CMDB_CI.

They work in the Service Portal as well as in the Classic UI.

They'll work with other Scoped Applications (like HR or SecOps or even custom scoped apps & tables).

For more information contact TyGR LLC or goto our youtube channel to see it in action.

Also - besides the classic Checkbox Item, Checklist Pro allows you to include various data types, including Textbox fields, Date, Integer, Custom Choice Lists and Reference fields.

bmhenry
Kilo Contributor

Thanks. I will check this out tomorrow and get back to you.