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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a checklist template

Create a checklist template. Manufacturers can use the checklist template to create checklists for verification.

Before you begin

Role required: manufacturing operations admin (sn_mfg_cmn.manufacturing_operations_admin)

Procedure

  1. Navigate to All > Workspaces > CSM/FSM Configurable Workspace.

  2. Select the List icon.

  3. Navigate to Sales Promotion Setup > Checklist Template.

  4. Select New.

  5. On the form, fill in the fields.

    FieldDefinition
    GroupGroup for which you want to create the checklist template.
    UserUser role for which you want to create the checklist template.
    TemplateTemplate JSON that has name and order for each checklist.
    NameTemplate name.
  6. Select Save.

Related topics

Create a checklist template