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Home/Docs/Entity Reference/Checklist Line — entity reference
REFERENCE · Last reviewed

Checklist Line — entity reference

One saved checklist answer: the answer to one checklist template question on one record. Checklist screens create these rows (visit checklists, record-page Checklist widgets, claim checklists, health checks) and Populate Checklist creates a blank row per question. The owner is named by Related Entity Type and Related Record, so any record can carry answers. Re-opening a checklist on the same record reads its saved answers back, and saving again updates them. Saving or changing an answer evaluates the service recommendation rules for its question.

Fields

FieldLabelTypeRequiredWhat it does
BooleanValueBoolean ValueBooleanThe answer to a Boolean question on record-page and claim checklists. Visit checklists save Boolean answers as text instead.
BranchIdBranchLookup
ChecklistTemplateIdChecklist TemplateLookup → ChecklistTemplateThe template the answered question belongs to. Checklist screens read saved answers back by record and template.
ChecklistTemplateLineIdChecklist Template LineLookup → ChecklistTemplateLineThe question answered. Service recommendation rules are matched on this question, and checklist screens match saved answers to questions by it.
CreatedByIdCreated ByLookup → UserAccountYes
CreatedDateTimeCreated DateDateAndTimeYes
CurrencyValueCurrency ValueCurrencyThe answer to a Currency question. Starts at 0. Never read by number-bound recommendation rules.
DataTypeData TypeTextThe question's Data Type, copied when the answer is created. It decides which value column holds the answer.
DateTimeValueDate Time ValueDateAndTimeThe answer to a DateTime question.
DateValueDate ValueDateThe answer to a Date question.
DecimalValueDecimal ValueCurrencyThe answer to a Decimal question, and the reading on a health check. Starts at 0. Never read by number-bound recommendation rules.
EmailEmailTextThe answer to an Email question.
IdIdGuidYes
ModifiedByIdModified ByLookup → UserAccountYes
NameNameTextThe answer's title, taken from the question. The record-page Checklist widget appends a short code so each answer's name is unique.
NumericValueNumeric ValueCurrencyThe answer to a Numeric question. The web visit checklist also saves Decimal and Currency answers here. Number-bound service recommendation rules read only this column. Starts at 0, so 0 here is not an answer unless the question is Numeric.
OwnerIdOwnerLookup → UserAccountYes
PhonePhoneTextThe answer to a Phone question.
RAGValueRAG ValueTextThe answer to a RAG question (Red, Amber or Green), and the condition on a health check. Service recommendation rules with a RAG value compare against it.
RecordTypeIdRecord TypeGuid, hidden
RelatedEntityTypeRelated Entity TypeTextThe kind of record the answer belongs to, for example a visit activity, an account, a service order, a delivery order or a claim line. A visit activity can send its answers to the visit's service order or customer instead.
RelatedGroupKeyRelated Group KeyTextKeeps separate groups of answers on one record apart, for example when several visit activities answer onto the same service order.
RelatedRecordIdRelated RecordLookupThe record the answer belongs to, together with Related Entity Type.
RemarksRemarksTextA free-text note on the answer. Written by health checks.
ServiceRequestIdServiceRequestGuidShown on the answer's record page but not stored. A value entered here is not saved.
TextValueText ValueTextThe answer to a Text, Picklist or Lookup question. A MultiPicklist answer is saved as one text with the choices separated by semicolons. Visit checklists also keep Boolean and RAG answers here.
TimeValueTime ValueTimeOnlyThe answer to a Time question.
UIPropsUI PropsText
UpdatedDateTimeModified DateDateAndTimeYes
URLURLTextThe answer to a URL question, or the reference to the photo for a Take Picture question. The picture itself is attached to the answer as a file.

Actions

ActionLabelTypeWhat it does
BulkDeleteDeleteDeleteDelete
CloneCloneServerAction (Clone)Create a copy of this record
DeleteDeleteDeleteDelete
DeleteInListDeleteDeleteDelete
EditEditEditEdit
EditInLineEditEditEdit
NewNewNewNew