Servicely Configuration
Checklist Templates
6 min
overview in situations where there are a number of items required to complete a task, you can now set up checklists to help with managing the progress this will also show you in the activity log as to when items have been finished or not how to enable on a table checklists are enabled on all tables extended from work out the box at the moment, if you have a table that you wish to use outside of work, it is not currently supported if you want to show a checklist on a table, you are able to configure the layout and there is a new layout element called “checklist” by default, it will be empty, unless you have a template set up for the table it should be noted that subtasks that are the same as the parent table but have the suffix “task” can be used such as \<tablename>task, i e incidenttask, itsmrequesttask, changetask if you have no checklist templates, you can simply add your own items manually if you do have a checklist table, one can be assigned once it meets the condition, but you can still manually add your items checklist template to have checklist items automatically added to a record, it needs to meet a condition of a checklist template to create a checklist template, you can go to the list menu administration > configuration > checklist template field type notes / description example name string the name of the checklist used to help identify it in a list not used on the checklist that is generated provision new laptop active boolean whether or not this can be automatically assigned to a record true priority order integer the priority of this being assigned where multiple templates meet a condition the lowest order, will be associated to the record 10 table table the table that this template can be associated with itsm request condition condition the condition as to when this will be associated with a record classification is provisioning > new laptop advanced condition script the advanced scripted condition as to when this will be associated with a record answer = current classification value() == “c0a8016c680c132481680c9502de0150” checklist item templates related list \[checklist item templates the list of items that will be associated with a record once the condition meets checklist item templates these are the items that will be associated with a record field type notes / description example checklist template reference (checklist template) this is the checklist template that a record is associated with provision new laptop short description string this is the checklist item that will be added to the record automatically upon the condition of the template matching ensure laptop has been synced with servicely active boolean this is whether or not if it will be added true notes string any additional notes that are not shown anywhere, other than this record to show as to why you made this item this is required to ensure that is has been enrolled correctly in intune scripting and other considerations once a checklist template has been associated with a record, another cannot be added you can see what checklist has been associated with the record by the checklist template field on the work table if you wish to script to understand the answers or if they have all been checked, there is a table called “checklistitem”, which you can query and manipulate to see which records (with the parent record field) have been checked or otherwise