D365 Checklists · Admin

Checklists via Workflow (PRO)

For System Administrators

Being updated. This article was recovered from the old Help Center. Its steps and screenshots show the older Dynamics 365 interface.

You can also deliver Checklist Templates in Dynamics 365 Workflows. This can help if you wish to automate record creation/delivery along with a pre-configured checklist.

See also: For more info on templates please see the Using Checklist Templates article

Templates in Workflow

Create a new Workflow to create a Task record (for example)
Use Add Step, then select the D365 Checklists > UseTemplate custom step
Edit the custom step and define:

Target Entity Record (URL) = Entity (eg Task) Record URL (Dynamic)

Target Checklist Data Field (Name) = (eg new_checklistdata)

Checklist Template = the “A Predefined Checklist” template

⚠ Image lost: d365_checklists_worklfow_step.jpg

Save & Publish the Workflow
When executed, a new Task is created with your Checklist Template already inside!