Template Parameters

Parameters can be added to your templates and bound to field controls and task assignments. The values of your parameters are then set when the checklist is run.

This is a powerful feature that opens up a wide range of possibilities. Here are some common usage scenarios:

  • Task Assignments - Your process has a number of tasks that need to be completed by a member of your sales team. The specific salesperson is not always the same. Assign these task assignments to a parameter and they can then be set to the correct salesperson when the checklist is created.
  • Set Values at Run Time - Your process has a drop down field control called "Customer Plan". This drop down control uses Conditional Logic to show and hide certain tasks based off the selected value. You can create a parameter to set the selected value at run time so that your process is set up correctly straight away.
  • Set Default Values - Your process has a number of field controls that would benefit from default values. Set parameters for these and set the default parameter value accordingly. When the checklist is run the default parameter values will be passed to any bound controls. You can also override the default values if required.
  • Populate List Controls Options at Run Time - Your process uses one or more of the list controls (Drop-Down, Multi-Choice or Sub-Tasks). The options you want to be displayed in these controls are not always the same. You can bind these controls to a parameter and set the value to any comma delimeted string to create the options at run time.

Creating Parameters

We are still writing the documentation for this new feature.

Please contact support if you require assistance.

Parameter Data Types

There are three parameter data types

  • String - This is the most common data type. It can be used in a few ways:

    • To set some text in a control.
    • To set a selected value in a Drop-Down control. Simply type the option you want to select.
    • To set the selected values in a Multi-Choice control. Simply type the options you want to select in a comma delimeted string (e.g. Option 1, Option 4).
    • To set sub tasks as complete in a Sub-Tasks control. Simply type the sub tasks you want to complete in a comma delimeted string (e.g. Task 1, Task 3).
    • To populate the options in a Drop-Down or Multi-Choice control. Type the options you want to create in a comma delimited string wrapped with square brackets (e.g. [Option 1, Option 2, Option 3]).
    • To populate the tasks in a Sub-Tasks control. Type the tasks you want to create in a comma delimited string wrapped with square brackets (e.g. [Task 1, Task 2, Task 3]).
  • Date & Time - This allows you to set the value of a Date & Time control.

  • Member of Group - This allows you to select one or more members and/or groups. This is used to set task assignments at run time.

Binding Parameters to Task Assignments

We are still writing the documentation for this new feature.

Please contact support if you require assistance.

Binding Parameters to Field Controls

We are still writing the documentation for this new feature.

Please contact support if you require assistance.

Setting Parameters at Checklist Run Time

You will be prompted to set your parameter values when your checklist is run.

This is covered in more detail in our Checklist Parameters