Maintain Checklists in the Checklist Tab.


The main fields are:

  • Name - the name of the checklist for selections
  • Code - optional internal name, also used for sorting
  • Active - when de-selected, the checklist is not available for selection
  • Description - optional comments

Restrictions

If no restriction is entered, the checklist can be used in any object/record.  Usually, checklists are specific to specific objects or records with specific conditions. 


Only for Object

Restrict availability of the checklist to particular Objects.  Enter one or more object API names here. Example: 

Account, MyObject__c, accorto__Project__c


Only if Valid

Restrict the availability of the checklist to particular Records of a particular Object. You specify the condition like in a SOQL where clause. Example when Only for Object is Account:

Rating = 'Warm'


When saving the correctness of the entry is checked.


Checklist Editor

You can use the checklist editor to easily edit the sequence and dependencies of the Checklist Items.

After selecting (clicking on) a checklist item, just click on the dependent / following Checklist Item and the link is created.

To remove a dependency or link, just click on the Line and select to delete.


Checklist Editor


The Editor is displayed in the Checklist Page Layout - click on the Editor link to open it in a Full Page for bigger checklists.

Please notice, that the Editor requires Salesforce API Access, which is available in Enterprise and up Editions and available at additional costs in the Professional Edition.