Checklist Items

Create items to be listed in a checklist. Checklist items can be associated with request templates via checklists.

You can create 500 checklist items.

Role Required: SDAdmins and HelpDeskConfig

Add Checklist Item

Go to Setup > Customization > Checklists > Checklist Items.
Click New Checklist Item.
Enter a unique name for the checklist item.
Select the item field type and enter the relevant details.

Item Type	Usage	Configurations
Text Field	For textual input	Enter item name. Specify the minimum and maximum character limit.
Numeric Field	For collecting numerical data	Enter item name. Specify the minimum and maximum value range.
Radio button	For selecting an option from a list of items	Enter item name. Enter the values for the radio buttons. You can also bulk add/edit item values. Select an item value to make it as the default option.
No Additional Input	Can be used as a checkbox field	Enter item name.

Click Save.

Add Checklist Items in Bulk

On the checklist items list view page, click Import from CSV.
Browse the file to import.
Select the items to be imported and click Import.

You can import only No Additional Input type items.

An item can be imported only once.

Only the first 25 items will be shown for import from the checklist template form.

Only the first 100 items will be shown for import from the checklist item list view.

List View Operations

On the list view page, click beside an item to perform the following actions:

Edit the checklist item.
View checklists associated with the item.
Delete the checklist item permanently.

Edits made to the checklist item will be reflected in the checklists associated with the request template. However, the changes will not be reflected in requests that are already created.