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quick_start [2017/04/16 20:13] procore |
quick_start [2017/04/17 08:34] (current) 162.221.231.222 |
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| | 17 | 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|}} | | ||
| | 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|}} | | | 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|}} | | ||
