Associate a checklist template with a process
To use a checklist at runtime, associate a
checklist template with an activity in a
process. You can assign the Checklist variable as input or output to the activity.
- Open the process map.
- Create a Checklist process variable.
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To add the checklist variable as input to the activity, do the following:
- Select the activity.
- On the Configuration tab, click Add for Input variables.
- Select the checklist variable. If the required variable is not available, you can create a new variable directly from the activity properties panel. See Create a process variable while configuring activity properties.
- Click Done.
- Similarly, click Add for Output variables to add the checklist variable as output to the activity.
-
Use a
Ready for review node to set the checklist state as ready for review. See
Configure a
ready for review activity.
After a checklist template is associated with a process, specify the items to be checked by each resource. After each resource completes the checklist, the checklist passes to the next resource for review.