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Delete checklist or a template

Delete checklist or a template

You can remove a checklist from a record, and delete checklist templates you no longer need.

Before you begin

Role required: for the write role, read role, and delete role, the logged in user must be sys_created_by.
Note: If the Explicit roles plugin is installed, the sn_internal role is required by the Customer Service Management and the Vendor Risk Management plugins (and possibly others.) The Explicit roles plugin automatically creates the sn_internal role and assigns it to all users.

About this task

Deleting a checklist template has no effect on checklists created from that template.

Procedure

  1. To delete a checklist, navigate to the record that contains the checklist.
  2. Click the down arrow beside the Checklist formatter.
  3. Select Remove Checklist.
    A confirmation dialog box appears.
  4. Click Delete.
  5. Complete the following steps to delete a checklist template.
    1. In the navigation filter, enter checklist_template.list.
    2. Select the check box by the checklist template you want to delete.
    3. In the actions choice list, select Delete.
    4. In the confirmation dialog box, click Delete.