Linked Checklist Control
The Linked Checklist control allows you to create a child checklist directly from within a parent checklist. The parent and child checklists are linked together, making it easy to navigate between them.
You can optionally map controls from the parent checklist to controls in the child checklist, so that data collected in the parent is automatically pushed into the child when it is created.
A common use case is a multi-stage process where the completion of one checklist triggers the creation of a follow-up checklist — for example, an inspection checklist that automatically creates a remediation checklist when a fault is found.
Add to the Template
The Linked Checklist control can be added from the controls toolbar in the Template.
Select a Template
Once added, you must select the template that will be used to create the child checklist. Click the template selector to browse and choose from the templates available to your team.
Checklist Name
You can specify a default name for the child checklist that will be created. This field supports Dynamic Values, so you can automatically populate the checklist name with data from other controls in the parent checklist — for example, including a client name or job reference number.
To insert a dynamic value, click the Insert Dynamic Value button or type {{. A popup will appear listing all available dynamic values. Select the one you want and it will be inserted into the name field.
Auto Create
When Auto Create is enabled, the child checklist is created automatically as soon as the parent checklist is created. No action is required from the user.
When Auto Create is disabled, a Create Checklist button is displayed in the parent checklist. The user must click this button to create the child checklist.
Linked Controls
Linked Controls allow you to map a control in the parent checklist to a control in the child checklist. When the child checklist is created, the value from the parent control is automatically copied into the mapped child control.
To add a linked control mapping:
- Click Add Linked Control.
- Select the Parent Control — the control in the parent checklist whose value you want to pass.
- Select the Child Control — the control in the child checklist that will receive the value.
- Optionally set a Default Value — this value will be used if the parent control has no value at the time the child checklist is created.
You can add as many linked control mappings as needed. To remove a mapping, click the delete button next to it.
Use in the Checklist
When Auto Create is disabled, the Linked Checklist control displays a Create Checklist button in the parent checklist. Clicking this button creates the child checklist using the selected template.
Once the child checklist has been created, the control displays a link to the child checklist. You can click this link to navigate directly to it.
Any values from linked controls are automatically copied into the child checklist at the point of creation.