Create and manage a new checklist - SmartPlant Foundation - IM Update 46 - Help - Hexagon

SmartPlant Foundation Help

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English
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SmartPlant Foundation
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SmartPlant Foundation / SDx Version
10
SmartPlant Markup Plus Version
10.0 (2019)
Smart Review Version
2020 (15.0)

If you want to associate a checklist to a workflow step, you must first create the checklist and its checklist items. Once created, the checklist can be set for any workflow step. For more information about configuring a custom workflow template, see Creating a new workflow template.

  1. Click File > New > Workflow > Step Checklist in the Desktop Client.

  2. Type a new name for the checklist, and click Finish. The new check list is displayed in the Desktop Client.

  3. In the Desktop Client, right-click the check list, and click Manage Checklist Items in the shortcut menu.

  4. Click  (Create new check list item and relate it). The Create New Check List Item dialog box is displayed.

    SHARED Tip You can also create a new item directly from the shortcut menu; see below.

  5. Type a name and a description for the item.

  6. Click OK. The new item is displayed in the Manage Checklist Items form.

  7. Click OK.

    SHARED Tip Click Remove Selected Item to remove the relationship between a checklist item and a checklist. The item is deleted from the database.