Quick Start

The purpose of this page is to allow a user to quickly generate a Checklist using basic editing steps. More advanced features and details about the features are contained in the remainder of this manual.

Once the Checklist application has been installed, and the installation instructions have been completed, perform the following steps:

# Step Action Image
1 Select Checklist App Navigate to the App named Checklist from the App Selector.
2 Create New Checklist Template Navigate to the Admin Console and click “+” to create new Template.
3 Name the Checklist Template Input the Name and click Save.
4 Select the Template from the List Click on the Options pane to select Versions and click Edit next to the Initial Release Version (modify this image).
5 Create a Chapter Click on the Pencil Icon in the Chapter Header to create/edit Chapter Names.
6 Edit and Save the Chapter Name Click Add New and then type in the Chapter name and press Save.
7 Add Chapter to Template Click the “+” sign to add the Chapter Name to the Template and then Save the Template.
8 Create a Section Click on the Pencil Icon in the Section Header to create/edit Section Names.
9 Edit and Save the Section Name Click Add New and then type in the Section Name and press Save.
10 Add Section to Template Click the “+” sign to add the Section Name to the Template.
11 Add Questions to Section Click on the Pencil Icon in the Question Header to create/edit Questions. Click Add New.
12 Select Answer Style Choose from one of the 9 answer styles to accept the Checklist Answer.
13 Input the Question Type the Question text. In some cases you will need to build the Answer Set.
14 Select Actions Select options for how the user response will generate Actions.
15 Add Question to Checklist Template Click the “+” sign to add the Question to the Template.

Repeat each of these steps as needed to build out the Chapters, Sections, and Questions for your Checklist. Once you have completed the Checklist Build, click “Back to Template List” to return to the main admin screen.

# 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”. <link needed>
17 Deploy the Checklist From the Versions Menu Option: Click on the “Deploy” button to launch the Checklist.
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.
19 Launch the Checklist From the Instances Menu Option: Click on “Create New Instance” button.
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.
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