Link to install Checklist for Salesforce in your organization:
Version 1.37
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003JbOXQA0
To install in a Sandbox, replace the "login" in the URL above with "test".
You can Install for Admins Only or choose the other options.
To add users:
- Add the Permission Set "Checklist Admin" to users who create/add checklists and "Checklist User" for others
- > Setup > Users -- select User. -- in the Permission Set Assignments section click Edit Assignments
- > Setup > Permission Sets -- select permission set -- click button Manage Assignments (for multiple users)
- Add the License
- > Setup > Installed Packages -- click Manage License for Checklist
For a demo, installation, or help - pick a good time for you at https://accorto.pick4d.app
Check out the intro video.
Release Notes:
| v1.37 | fix | - Add Checklist selection fix - Discontinue Activity.ClosedBy__c to enable users to add a User lookup |
| v1.34 | Improve | - Use CurrentUser as Dynamically Assigned User in Checklist Item - Queue: use name or developer name - Process builder automation: add checklist directly |
| v1.33 | Fix, Prepare | - Dynamic User Reference - object reference (__r) fix - Discontinue Activity.ClosedBy User reference |
| v1.32 | Enhancements, Fix | - Checklist Only if Valid: resolve RecordType - enter just RecordType='MyType' - Add Checklist: exact Only for Object match fix |
| v1.31 | Fixes | - Update Target Date trigger fix |
| v1.29 | Enhancements | - Start Flows when Task started or completed - Instance list: show target date if used - Updating Instance Target Date updates Tasks - Update Instance Target Date from source record via Flow - Hide components if no license |
| v1.28 | Fixes | - Help Links - Initial Task Table status (due) fix - Task Table Status update fix |
| v1.27 | Enhancements | - Checklist Instances - query by checklist - Add Checklist: de-select downstream tasks |
| v1.26 | Enhancements, Fixes | - Target Date calculation + overwrite fix - Target Date change - update Instance and Tasks - Add Checklist component: height of Task Table user-defined - Checklist Item: required (user can't not create the task) - Checklist Instances: show checklist name |
| v1.25 | Fixes | Access Management/Security |
| v1.22 | Enhancements | - Flexible Task Table (add columns, change sequence) (details) - Assign Tasks to Queues (details) - Differentiate Due and Open Task Status (details) - Future Target Date (calculate Due Date backwards) (details) - Related Object Name - Checklist Instances fixed cache issues |
| v1.21 | Enhancements | Delete Checklist Instance with (open) Tasks Show only open Tasks in Add Checklist Hide Instances without tasks |
| v1.20 | Enhancements, Fixes | Initial Due Date fix Task Sequence sort by Status Instance Related Link Checklist Instances Component (details) Account reference for Checklist instances |
| v1.19 | Enhancements, Fixes | Checklist Instances (details) Show only Checklist Items (Open Tasks, ..) |
| v1.17 | Enhancements, Fixes | Queue Owner handling fix; Specify Task Type, Priority; Checklist on Event; Checklist Editor (edit/add/delete items) |
| v1.16 | Enhancements, Fixes | Use of Custom Task Status options; Improved error handling; Queue Owner handling; |
| v1.15 | Minor | Layout improvements, Permissions fix |
| v1.14 | Enhancements | Micro Tasks details; Support for Task Record Types; Task Actual Start Date/Time |
| v1.13 | Enhancements | Manual Only checklists (vs Process); Enhanced Workflow sequence scenarios; Item Editor improvements; DeActivate Items removes references |
| v1.12 | Enhancements | Optional restrict that Tasks from a Checklist are created just once per record (i.e. preventing to create tasks multiple times for a record); Automatically apply first or all matching checklists (e.g. via Process Builder) details; Lightning layout improvements; Task Management Lightning Component details; Custom Task Field display and copy value details |
| v1.11 | Enhancements | Quick Complete/UnComplete Tasks; Track Task Complete Date and By; Open Task query options |
| v1.10 | Enhancements | Open Tasks performance |
| v1.9 | Enhancements | Open Tasks volume fix; Checklist Task Report. |
| v1.8 | New Features | Checklist for Leads; UI enhancements. |
| v1.7 | New Features | Checklist Sequence Editor, Day Offset using business days, Clone Checklist with items |
| v1.6 | Bug fix | Ensure CRUD and FLS when called via Apex directly |
| v1.5 | New Feature | Checklist Item Sequencing - Prerequisite/Dependent |