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quick_start [2017/04/16 20:05] procore |
quick_start [2017/04/17 08:34] (current) 162.221.231.222 |
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| ^ **#** ^ **Step** ^ **Action** ^ **Image** ^ | ^ **#** ^ **Step** ^ **Action** ^ **Image** ^ | ||
| - | | 16 | Assign the Checklist Object | From the Field Mapping Menu Option: Assign the Object that you want to attach the Checklist to for field mapping purposes. Note: You an only assign one object. The Checklist package allows mapping to Account and Contact as standard options. If you need to link to another object, see "Linking Checklist to a Custom Object" | {{::assign_checklist_object.png?200|}} | | + | | 16 | Assign the Checklist Object | From the Field Mapping Menu Option: Assign the Object that you want to attach the Checklist to for field mapping purposes. Note: You an only assign one object. The Checklist package allows mapping to Account and Contact as standard options. If you need to link to another object, see "Linking Checklist to a Custom Object". <link needed> | {{::assign_checklist_object.png?200|}} | |
| - | | 16 | Deploy the Checklist | From the Versions Menu Option: Click on the "Deploy" button to launch the Checklist | {{::deploy_checklist.png?200|}} | | + | | 17 | Deploy the Checklist | From the Versions Menu Option: Click on the "Deploy" button to launch the Checklist. | {{::deploy_checklist.png?200|}} | |
| - | | 17 | | + | | 18 | Map Fields | From the Field Mapping Menu Option: Assign mapping fields. Note: Field mapping can only occur when a Checklist Object has been assigned, AND the Checklist has been deployed to production. | {{::assign_field_mapping.png?200|}} | |
| + | | 19 | Launch the Checklist | From the Instances Menu Option: Click on "Create New Instance" button. | {{::create_new_checklist.png?200|}} | | ||
| + | | 20 | Select the Checklist Parameters | Choose the Checklist Template Name; Choose the Contact/Account to link the Checklist to; Name the Checklist (or accept the default name); Check the box to Launch on Create; Click Create. | {{::new_checklist_parameters.png?200|}} | | ||
