Filling out checklists in Dynamics

To fill out a checklist template in Dynamics, the action “Fill out checklist” is available. This action opens a lookup page, if a table link exists and is set up accordingly, where the record for which the checklist should be filled out is selected. For more detailed information how to define the lookup pase see Developer Documentation. After that the page for filling out the checklist opens.

On the header, various information about the checklist to be filled out is provided. You can also see an overview of the chklist lines including formatted responses. To edit a checklist line, the card for the checklist line must be opened by clicking on Edit.

On the checklist line card, values can then be set, and, if enabled, comments can be entered. Once the checklist editing is complete, the Complete function can be used to release the checklist and disallow further changes. At this point, field synchronizations, as well as functions defined in the checklist lines, are also executed.