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  2. D365 Checklists
  3. Getting Started

Add Checklists to Entity Forms

It’s simple for a System Administrator (or Customizer) to setup and implement Checklists in your organization. If they are familiar with adding Web Resources to Entity Forms it’s a breeze, but also only a few steps for those not initiated. As a high-level overview:

 

  • Pick an Entity record type you’d like to use Checklists on (System or Custom entity)

 

  • Create a new Multi-Line Text Field on your entity (eg new_checklistdata)

 

Tip

Increase the Character Limit of the field to 20,000 or more.
This is where all the data will be stored, and can be increased later if needed

 

  • Add your new Multi-Line Text Field onto the entity Form (make it Not Visible)

 

  • Add the d365_checklists.html Web Resource to the entity Form

ug_webresource_dialog.png

  • Set a Custom Parameter for the Web Resource using the field name where the data will be stored eg.  “new_checklistdata”
  • Select Enable for mobile if you wish the Checklist Web Resource to be available via mobile apps

 

For better visual results, select a few options from the Formatting Tab of the Add Web Resource dialog also:

  • Number of Rows
  • Scrolling
  • Display Border

ug_webresource_dialog_formatting.jpg

 

  • Publish All Changes, you’re done!

 

 

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Related articles

  • Using Checklists
  • Using Checklist Templates
  • Understanding Checklists
  • Checklists via Workflow (PRO)

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