Create checklist group

Use this screen to create a checklist group. It brings together the fields needed to configure the item before saving.

Use this screen to create a checklist group. It brings together the fields needed to configure the item before saving.

When to use

Use this screen to create a checklist group. It brings together the fields needed to configure the item before saving.

How to create checklist group

  1. Open Create checklist group from the product menu.
  2. Fill the required fields and review information that affects other users.
  3. Use Save to create the record.
  4. After saving, return to the list to confirm that the item appears correctly.

Important fields

  • Name: Use a clear name that is easy to recognize in lists and searches.
  • Checklist: Select the checklist used to review or validate the item.
  • Order: Fill it according to the screen context and review it before saving.

Available actions

  • Save: save the information entered.
  • Go back: return to the previous screen without continuing the edit.