Create a Checklist Process

To create a checklist process, follow the steps below.

  1. Go to App Builder > Processes > Checklist Process.

    The Processes page appears.

  2. Click the Create Process button.

    The Add a New Checklist Process Template pop-up appears.

  3. Click the Create On My Own link.
  4. Enter the necessary inputs in the below configuration screens to create the work process and click the Next button to move to the next configuration screen.
  5. Start - Configuration: Define work process name and description.
    1. Enter a name for the work process in the Work Process Name field.
    2. If needed, enter the process description in the Work Description field.
  6. Manage Work Fields - Configuration: Define the work fields configuration like order, label, mandatoriness, visibility, etc. The configured fields can be used to create work in the web app.
    1. Configure the work fields depending on your requirement.
      Refer to the below topics to know more about the work fields, configuration columns, and advanced settings.
  7. Manage Forms - Configuration: This screen allows you to create a new form and provide visibility of available forms.
    1. Click Create A New Form to create a form new form.
      Refer to the Create a Form for the steps required to create a form.
  8. Manage Activities - Configuration
    1. Click Add Activity button and enter the details to add an activity for the work process.

      Click on Add Activity again to add more activities. Refer to the Activities: Fields and Description topic to know more about the configuration columns.
    2. Optional: Click Add Attachments button and configure a form that should be submitted along with the parent work process.
      Click on Add Attachments again to add more forms.
  9. Clone Fields Data - Configuration
    1. Click Auto Form Fill icon given under the Clone Non-Section Fields column against the required work activity to configure auto copy from work section fields to activity form fields.
    2. Click the Enable Form Submission Auto fill from Work/Form Submission to define the autofill configuration.
    3. Configure the work fields for the respective form fields.
    4. Disable the checkbox under the Change value to restrict the user to change the value auto copied from work fields.
    5. Click Save Or Update.
    6. Similarly, define the configuration for Clone Section Fields and Clone to Work Fields.
  10. Manage Flow - Configuration: Define the workflow like start activity, end activity, next activities, etc.
    1. Click the checkbox given under the End Activity column against a work activity to make it an end activity.
    2. Refer to the below topics to define other configurations like End Activity Rules, Next Activities, etc.
  11. Configure Auto Allocation in the Define Auto Allocation screen.
    Refer to the Auto Allocate and Scheduling topic to know more about auto allocation.
  12. In the Manage Restrictions screen, enable the settings depending on your requirement.
    Refer to the Work Settings: Fields and Description topic to know more about the settings.
  13. Define other settings depending on your requirement.
    Refer to the Work Settings: Fields and Description topic to know more about the settings.
  14. Click Complete to finish the work process creation.