Using checklists in task creation

[samadam]

I am working on requirement to create new sc_task from a workflow and have checklists on it. How can I do that? I tried to create a checklist and save it but that is associated with an item. which table holds the template I saved the checklist using Save as template?

[BrianS344076034]

I think we might do something similar, does this match what you are trying to do?

I have a request for hardware support

Once the user submits, in the SCTASK for the Help Desk there is a checklist of items for them to do for Triage.

Once they close the task, depending on what was checked we can invoke another SCTASK or Incident etc

How I did it was I created a section called Help Desk Internal, then added check boxes for each thing we want them to do

To make is so the end user doesn't see the list

Catalog UI Policy

Applies on a Catalog Item View - Checked

Applies on Catalog Task - Unchecked

Applies on Requested Items - Checked

On load - checked

Then selected all the variables and set visible to False

This makes is so the user can't see it on the request, but the Help Desk sees it

We also made them mandatory with a second UI Policy

Applies on a Catalog Item View - Unchecked

Applies on Catalog Tasks - Checked

Applies on Requested Items - Unchecked

Select the items and set Mandatory to true

hope that helps

[Tanushree Maiti]

Hi @samadam 

From flow  you can run the script as given in these posts:

https://www.servicenow.com/community/developer-forum/how-to-automatically-add-a-saved-checklist-to-a...

https://www.servicenow.com/community/developer-forum/how-can-i-set-a-checklist-on-a-catalog-task-fro...