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

Checklist Line — entity reference

One recorded checklist answer: the runtime row for a ChecklistTemplateLine question (checklistTemplateLineId) with typed value slots (booleanValue, numericValue, decimalValue, currencyValue, dateValue, dateTimeValue, timeValue, textValue, ragValue, email, phone, url). Ownership is polymorphic: relatedEntityType + relatedRecordId name the record the answer belongs to (a VisitTaskActivity by default, or a routed target such as the visit's ServiceOrder), so any entity page can query its answers the same way; relatedGroupKey lets one owner carry several answer groups.

Fields

FieldLabelTypeRequiredWhat it does
BooleanValueBoolean ValueBoolean
BranchIdBranchLookup
ChecklistTemplateIdChecklist TemplateLookup → ChecklistTemplate
ChecklistTemplateLineIdChecklist Template LineLookup → ChecklistTemplateLine
CreatedByIdCreated ByLookup → UserAccountYes
CreatedDateTimeCreated DateDateAndTimeYes
CurrencyValueCurrency ValueCurrency
DataTypeData TypeText
DateTimeValueDate Time ValueDateAndTime
DateValueDate ValueDate
DecimalValueDecimal ValueCurrency
EmailEmailText
IdIdGuidYes
ModifiedByIdModified ByLookup → UserAccountYes
NameNameText
NumericValueNumeric ValueCurrency
OwnerIdOwnerLookup → UserAccountYes
PhonePhoneText
RAGValueRAG ValueText
RecordTypeIdRecord TypeGuid, hidden
RelatedEntityTypeRelated Entity TypeTextLogical name of the entity that owns this answer row (for example ServiceOrder, Opportunity, VisitTaskActivity) - matches the metadata entity name. With relatedRecordId it replaces the old per-transaction FK columns, so any entity page renders its checklist answers via the same query.
RelatedGroupKeyRelated Group KeyTextMirrors the template line's targetGroupKey so a single owner record can carry multiple groups of answers (for example separate inspection sections) without extra rows per group.
RelatedRecordIdRelated RecordLookupPrimary key of the owner row named by relatedEntityType - the second half of the polymorphic owner link.
RemarksRemarksText
ServiceRequestIdServiceRequestGuid
TextValueText ValueText
TimeValueTime ValueTimeOnly
UIPropsUI PropsText
UpdatedDateTimeModified DateDateAndTimeYes
URLURLText

Actions

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