How to create a Case Checklist
Each organization can have their own custom sections, fields, and validations in an alert checklist. There are also conditional fields that can be triggered via a checkbox.
To create a custom case checklist:
- Head over to Workflows > Investigation Checklists > Case Investigation Checklists:
![Screen Shot 2022-09-02 at 7.55.57 PM.png 2672](https://files.readme.io/6b9066e-Screen_Shot_2022-09-02_at_7.55.57_PM.png)
Notice there is a default checklist.
- Click + Create investigation checklist:
![Screen Shot 2022-09-02 at 7.56.26 PM.png 2672](https://files.readme.io/3a2f369-Screen_Shot_2022-09-02_at_7.56.26_PM.png)
- Name and describe the checklist, then click Submit:
![Screen Shot 2022-09-02 at 7.57.01 PM.png 2672](https://files.readme.io/7178dd1-Screen_Shot_2022-09-02_at_7.57.01_PM.png)
Now your checklist is in draft format.
- At the very least, you will need to create 1 group by clicking + Create a group:
![Screen Shot 2022-09-02 at 7.57.24 PM.png 2672](https://files.readme.io/75b2a22-Screen_Shot_2022-09-02_at_7.57.24_PM.png)
You will need to provide a group name and then decide on the validation scheme:
- All
- Any - At least one item is required
- Required - All items are required
You can also provide an error message for your users.
- Click Create when you are done.
![Screen Shot 2022-09-02 at 7.57.52 PM.png 2672](https://files.readme.io/afe426e-Screen_Shot_2022-09-02_at_7.57.52_PM.png)
- Now you must add items to the group, click + Add an item to this group:
![Screen Shot 2022-09-02 at 7.58.31 PM.png 2672](https://files.readme.io/9780e2b-Screen_Shot_2022-09-02_at_7.58.31_PM.png)
You will need to provide a label and then decide on the item type:
- Checkbox
- Checkbox with text
- Short text input
- Long text input
- Single select dropdown
- Multi-select dropdown
- Date range
- Warning
- Once you have created all the groups and item needed on your checklist, click Publish:
![Screen Shot 2022-09-02 at 7.59.17 PM.png 2672](https://files.readme.io/20ceb95-Screen_Shot_2022-09-02_at_7.59.17_PM.png)
- Note that there can only be one active alert checklist:
![Screen Shot 2022-09-02 at 8.00.47 PM.png 2672](https://files.readme.io/66a3f95-Screen_Shot_2022-09-02_at_8.00.47_PM.png)
- Success:
![Screen Shot 2022-09-02 at 8.01.04 PM.png 2672](https://files.readme.io/2a4ca94-Screen_Shot_2022-09-02_at_8.01.04_PM.png)
You cannot edit a custom checklist once it is published.
If you want to edit a checklist, you must create a new one. When you delete a checklist, it is archived permanently.
Updated 8 months ago