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  2. D365 Checklists
  3. Workflow Automation

Checklists via Workflow (PRO)

You can also deliver Checklist Templates in Dynamics 365 Workflows. This can help if you wish to automate record creation/delivery along with a pre-configured checklist.

 

Link

For more info on templates please see the Using Checklist Templates article

 

Templates in Workflow

 

  • Create a new Workflow to create a Task record (for example)
  • Use Add Step, then select the D365 Checklists > UseTemplate custom step
  • Edit the custom step and define:

 

Target Entity Record (URL) = Entity (eg Task) Record URL (Dynamic)

Target Checklist Data Field (Name) = (eg new_checklistdata)

Checklist Template = the “A Predefined Checklist” template

d365_checklists_worklfow_step.jpg

 

  • Save & Publish the Workflow
  • When executed, a new Task is created with your Checklist Template already inside!
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