Conga Product Documentation

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Managing the Status of a Step with a Checklist

Checklists are only available for the Create Record step type. When a checklist is used, the step's completion status is defined by the checklist. Once all the checklist items are complete, the step is considered complete.

Once created and configured in a step, the checklist items appear in a list on the Step Detail screen.

During process execution, the checklist appears on the Task Detail screen. You do not have to edit the task to access the checklist items. The status of the task automatically changes to Completed when all checklist items are complete.

Creating a checklist

  1. Create or edit a step with a Create Record step type.
  2. Select Checklist in the Status Managed By field.
  3. In the Step Checklist Items section, select the + Add Checklist Item link to add a checklist item.
    • Enter the the checklist item label in the Item field.
    • Use the Order field to number the checklist items.
  4. Use the trash can icon to delete checklist items from the list.
  5. Click the Save button.
If you have configured a custom object as a step, a new custom lookup relationship field that looks up to the Checklist object must be added to your custom object. The API name of the field is checklist__c. Also, to view the checklist items on a custom object's Classic page layout, create a Visualforce page and add it to the page layout.

Add Checklists Lightning Component

If you customized your task page layouts or process task page layouts in the Lightning App Builder, you must manually add the Checklists Lightning component to your Lightning pages.

Add Checklists Lightning Component to a Process Object

You can display all checklists from the running process on the process object record page. To display the checklists component, use the ChecklistsComponent available in the Lightning Components menu on the Lightning Page Builder. When you add the checklist component on Salesforce Community page, ensure that you set the recordId parameter as {!recordId}.