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:

  1. Head over to Workflows > Investigation Checklists > Case Investigation Checklists:
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Notice there is a default checklist.

  1. Click + Create investigation checklist:
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  1. Name and describe the checklist, then click Submit:
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Now your checklist is in draft format.

  1. At the very least, you will need to create 1 group by clicking + Create a group:
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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.

  1. Click Create when you are done.
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  1. Now you must add items to the group, click + Add an item to this group:
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You will need to provide a label and then device on the item type:

  • Checkbox
  • Checkbox with text
  • Short text input
  • Long text input
  • Single select dropdown
  • Multi-select dropdown
  • Date range
  • Warning
  1. Once you have created all the groups and item needed on your checklist, click Publish:
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  1. Note that there can only be one active alert checklist:
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  1. Success:
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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.


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