AccountGroupId | Account Group | Lookup | | A customer group the template is for. Group-scoped templates do not currently match on visits, because the group check is not wired. |
AccountId | Account Name | Lookup | | One customer the template is for. When a mobile visit activity looks a template up by Type, a template for the visit's customer beats a template with no scope, and a template for a different customer is never used. |
Code | Code | Text | | A short reference for your own use. No checklist screen reads it. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
Frequency | Frequency | Text | | How often the checklist is meant to be done, as free text. Nothing schedules or limits checklists by it. |
FromDate | From Date | Date | | Start of the period the template is valid for. Honoured only by mobile visit activities that look a template up by Type; blank means no start limit. |
Id | Id | Guid | Yes | |
IsActive | Is Active | Boolean | Yes | Whether the template is in use. Only mobile visit activities that look a template up by Type skip a template with this cleared (a template where it was never set still counts). Checklist widgets, claim checklists, health checks and Populate Checklist ignore it. |
IsMandatory | Is Mandatory | Boolean | | Not on any delivered form and not read anywhere. To require answers, mark individual questions mandatory; to require a checklist on a visit, make the activity that runs it mandatory. |
ItemId | Item | Lookup → Item | | The product the checklist is for. Claim-line Open Checklist uses the newest Claim template for the line's item, and the Health Check widget in asset mode uses every template for the asset's item. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | | The checklist's title, shown on checklist screens and in pickers. Required. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
ParentChecklistId | Parent Checklist | Lookup | | Another template this one is grouped under, for your own organisation. No checklist screen reads it. |
PartnerAccountGroupId | Partner Account Group | Lookup | | Not on any delivered form and not read anywhere. |
PartnerAccountId | Partner Account | Lookup → Account | | The company the template belongs to, shown in the record header. It does not limit where the template is used. |
RecordTypeId | Record Type | Guid, hidden | | |
ResourceGroupId | Resource Group | Lookup | | A resource group the template is for. Not on any delivered form, and group-scoped templates do not currently match on visits. |
ResourceId | Resource | Lookup | | A resource (person) the template is for. Not on any delivered form. On mobile, a template for the executive's own resource ranks after customer scope and before unscoped templates; a template for someone else is never used. |
ToDate | To Date | Date | | End of the period the template is valid for. Honoured only by mobile visit activities that look a template up by Type; blank means no end limit. When two templates tie on scope, the shorter window wins. |
Type | Type | PickList | | What kind of checklist this is, chosen from the Type picklist (delivered values: Claim, Competitor Capture, Health Check, Inspection, Merchandising Audit, New Outlet Registration, Product Demo, Window Display Onboarding). Mobile visit activities match it against their activity type, ignoring case; claim lines need Claim; Populate Checklist compares the text exactly against Delivery for delivery orders and Service Order for service orders, values a tenant must add to the picklist first. Values: Claim, Training, Generic, Delivery, Training Repository. |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
