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Checklist Manager
Checklist manager for all object record pages.
- Business Need
- Feeds
Checklist manager is a lightning component which is used to show a checklist (to-do list) of action items on any object record page.
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Can't get this to work on Opportunities
Can't get this to work on Opportunities, can anyone help trouble shoot?
Not functionnal in our website
I integrated the component on my site for remote work (tab) but it runs with several small points without anything appearing. Can you help me?
Slow Loading on existing Record
Has anyone else encounter this, I have this on the Case object. And when i go to an existing case where i had filled out the checklist, the component does not load. All i see is the circle of dots.
Language Management ?
Hello, Can the component support multiple languages (French) ? And about the title (N/A) can we have the ability to change it ? Thank you.
Unable to assign this checklist to accounts
I have watched every video and read every article. Still will not allow me to add this to the accounts page.
Easy way of tracking a list.
In our case we wanted to check if a set of documents was submitted. Easy way of setting this up. We used a custom object and had no issue setting it up.
Perfect for our needs
We wanted to store a question checklist when working on opportunities and also an onboarding list for accounts. Works like a charm. Only downside, not mobile compatible unless I just haven’t figured it out.
More than 50 checklist items? More than just Case & Tasks Objects?
Is there a way to get more than 50 checklist items to show up? I can only get this to work with the objects "Case" and "Tasks"....it won't work with any other Object even when I use the correct Object API
Do you use record types? for opportunities, we have 7 different record types which allows us to create 7 different checklist managers since their API is different. I copy and paste the API in this field "object API". In some cases we use the same checklist on an account page and opportunity page. Also make sure whomever you assigned to create the list has the permissions to do so. I am the admin, but I let my 2 head sales reps keep maintenance on the checklist
Seems okay but cant get it to work on task
I added this to the account record and it worked fine, but when I added it to the task object it wont save each checkbox step
Missing translation option for buttons
It would be great if we could translate Yes/No/Save button. We translated labels easily, but seems like something is missing and we can't translate buttons. May I get your advice on this matter?
It works. Tnks! Is it possibile use checklist component in a flow? Or in a rule?