Filling out checklists on the Anveo Mobile App

To fill out checklists in Anveo for a record, the action code CHKL_OPN:TMPL must be executed. This opens all checklist templates available for the current record and starts the wizard for filling out the checklist.

To view completed checklists for a record, the action code CHKL_OPN:CHECK must be called.

When using app codes the action codes mentioned above will have the app code as prefix (f.e. ASLS_CHKL_OPN:TMPL when using the checklist for the Anveo Sales App and ASER_CHKL_OPN:TMPL when using the checklist for the Anveo Service App.