Following are the steps to associate Trades with checklist templates in the App Studio. 

This streamlines the process for users by filtering checklist templates based on their assigned trades, ensuring a more focused and efficient workflow. 


Associating Trades to 'Checklist Template':

Open the designer and navigate to the Checklist App.

Introduce a new 'Checklist Access by Trade' column featuring a multi-select drop-down containing all the trades registered for the project.



Users can associate one or more trades to a checklist template by selecting trades from the drop-down.


Hovering over the template will display a list of all associated trades for each template.



Associating Trades during Template Creation:


In the designer, click on the "+" button to open the Checklist Template Settings for creating a new template.

Introduce a new field labeled 'Select Trade having access to this Template' that allows users to associate trades with the template being created.




Create Checklist Items:

Upon associating trades with a template, when a user logs in and attempts to create a new commissioning checklist app item, only templates mapped to that user's trade will be visible.






Last Updated: Dec-15-24