Create a checklist from a template

You can quickly create a checklist from a previously created template.

Before you begin

The Checklist formatter must be added to the form by a user with the personalize_form role.

Role required: none

About this task

A template saves time by creating checklist items automatically. You can add, edit, or remove checklist items without impacting the template. You can use any checklist template, even if it was created on a different table.

Procedure

  1. Navigate to a record that does not already contain a checklist.
  2. Click the down arrow beside the Checklist formatter.
    Figure 1. Checklist with a template selection
    Checklist with a template selection
  3. Under Create from template, select a template.
    The checklist items appear.