Delete checklist or a template

You can remove a checklist from a record, and delete checklist templates you no longer need.

Avant de commencer

Role required: for the write role, read role, and delete role, the logged in user must be sys_created_by.

Remarque :

If the Explicit roles plugin is installed, the sn_internal role is required by the Customer Service Management and the Vendor Risk Management plugins (and possibly others.) The Explicit roles plugin automatically creates the sn_internal role and assigns it to all users.

Pourquoi et quand exécuter cette tâche

Deleting a checklist template has no effect on checklists created from that template.

Procédure

1. To delete a checklist, navigate to the record that contains the checklist.
2. Click the down arrow beside the Checklist formatter.
3. Select Remove Checklist.
   A confirmation dialog box appears.
4. Click Delete.
5. Complete the following steps to delete a checklist template.
   1. In the navigation filter, enter checklist_template.list.
   2. Select the check box by the checklist template you want to delete.
   3. In the actions choice list, select Delete, found at the bottom of the page.
   4. In the confirmation dialog box, click Delete.

Tâches associées

• Activate checklists
• Create a checklist