Checklist templates

Use a checklist template to group commonly used items for reuse. For example, group Name, Address, Telephone Number and Email ID into a PersonalDetails checklist template and use the template to create employee records, customer details, or patient records.

In this example, the Customer Details and Employee Details templates have the following common checklist items: Name, Address, Email and Phone.

  • For the Employee Details template, if you create one column, such as Complete, one option appears for each checklist item in the template at runtime.



  • For the Customer Details template, if you create two columns, such as Yes and No, two options appear for each checklist item in the template at runtime.



See also: