Things to Consider Before Creating a New Checklist
When creating a new Checklist there are a few options you need to consider when designing the format of the fields, depending on how you want Users to enter the data. Two of the most important considerations are how each record will appear and how the data will be controlled.
When deciding what information needs to be recorded, a guiding principle would be whether the record has variable responses or specific fixed items, for example:
If you have a defined list of items that Users need to check each time, you can create the rows for them to complete. These options are added in when you are creating the form:
OR
Users will add a new record to the checklist when they complete it. This is called the “Add Row” function. When the User clicks the +Add Row button, Squizify adds a new row for the User to complete. This gives you the flexibility to record one or multiple items on your Checklist. It is generally used with a free text field (see below).
There are also various field types that can help you control what data is entered, for example:
Free text - Enables the User to add any variable information each time the record is filled.
Drop Down List - Enables you to restrict the answers to specific options. These options can be linked to system information such as Master Products, Master Equipment, Suppliers (see below) etc or customised to your specifications.
There are many other field types that can be included when you are designing your form, such as Date/Time/Text/Number/Action etc. Please see our support article How to Build a New Checklist for further information.
When deciding what information needs to be recorded, a guiding principle would be whether the record has variable responses or specific fixed items, for example:
If you have a defined list of items that Users need to check each time, you can create the rows for them to complete. These options are added in when you are creating the form:
OR
Users will add a new record to the checklist when they complete it. This is called the “Add Row” function. When the User clicks the +Add Row button, Squizify adds a new row for the User to complete. This gives you the flexibility to record one or multiple items on your Checklist. It is generally used with a free text field (see below).
There are also various field types that can help you control what data is entered, for example:
Free text - Enables the User to add any variable information each time the record is filled.
Drop Down List - Enables you to restrict the answers to specific options. These options can be linked to system information such as Master Products, Master Equipment, Suppliers (see below) etc or customised to your specifications.
There are many other field types that can be included when you are designing your form, such as Date/Time/Text/Number/Action etc. Please see our support article How to Build a New Checklist for further information.
Updated on: 18/03/2024
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