Header Page Configuration in Checklist


Checklist Header Page during Item Creation & Edit, can be Enabled/Disabled using the following option under "Landing Page Settings".


Do you want to see Checklist Header Page on Item Creation & Edit  - Yes/No


On Selecting Yes - The Checklist Header Page will be shown during creation or Edit 

and the Following 2 Options will be enabled for user to Select the respective DEFAULT landing Page during Create and Edit


a. Select default Landing Page on Item CREATE ( To Set the Default Landing Page during Item Creation)


- Checklist Header/Details - On Selection, Sets Checklist Header as Default Landing Page during Item Creation


- Checklist Template - On Selection, Sets Checklist Template as Default Landing Page during Item Creation


b. Select default Landing Page on Item EDIT ( To Set the Default Landing Page during Item Edits)


- Checklist Header/Details - On Selection, Sets Header/Details as Default Landing Page during Item Edit


- Checklist Template - On Selection, Sets Checklist Template as Default Landing Page during Item Edit




On Selecting No  - The Checklist Header Page will NOT be shown during creation or Edit 

and the Following 2 Options should be Disabled and the Checklist Header Page should be HIDDEN during Create and Edit



Save Option in Checklist


Following are the New Save Options under Save Button Settings, of the Checklist Settings


Save & Close : On Save, Commits the Changes and Closes the properties Page

Save  : Saves Changes and do NOT close the Properties page

Save Draft : Saves as Draft and the Checklist Item does not get committed

Save & New : On Save, Commits the Changes and Closes the properties Page and Opens New Form

Save & Copy :On Save, Commits the Changes and Closes the properties Page and Opens New Form and creates a Copy of the data



All the Save Options will be available when user clicks on the Save from the Checklist Tab, as shown below:




More Information:


Access to Checklist Template by TRADE


Stage & Role Security for Checklist TEMPALTES


Checklist Spawn Item HOVER and UI 


Support 'Quick View' & 'Delete' for 'Take Photo' and 'Allow Attachment' Config







Last Updated: Dec-15-24