Use of Checklist templates
complete
Jon Darbyshire
We have a need to use a specific group of checklist items depending on the type of project that we are working on. The current Checklist field type is extremely useful for us in that it auto tracks percentage complete and allows us to assign owners and due dates. We also like the way it is easy to see all checklist items at one time.
Our request is to allow the setup of checklist templates from within the checklist field type. Maybe on the default tab of the field settings page.
This would eliminate the need to use 3 different checklist fields in the same record when we only need to complete one of these.
Jon Darbyshire
complete
We have implemented the ability to do this via and Automation Action. You can now set up checklists as an action that will append checklist items to an existing checklist field type, based on a condition. Example: Add these checklist items if the property type is "Commercial".
Jon Darbyshire
planned