Dynamic Checklists

Purpose: Dynamic checklists allow administrators to create their own pass/fail checklists in the case/matter module and set the value of a boolean field to Yes or No.

Dynamic checklists can be used to represent conditions like program eligibility or whether all of the necessary steps to close a case have been performed.

Dynamic checklists can only be used in the case/matter module and can only reference fields available in that module.

The value of the field being set is evaluated when a form loads and is saved if the form is submitted.

Adding a Dynamic Checklist

Navigate to Admin > Extended Modules > Dynamic Checklists.

Fill in the name you want and select Yes for Active:

After you click Continue and the page reloads, click on the edit pencil next to the new checklist.

Checklist Items are the criteria the dynamic checklist will use to set the value of the boolean field. Select a name for the step of the checklist you want to set and enter it as the Item Label.

Then set the condition(s) that fulfill that step.

In the above example, the Veteran Status step is fulfilled if the Veteran field equals Yes.

Each Checklist Item can be an expression that relates to a single rule, a number of rules linked together with AND/OR statements, a group of rules, or any combination of those. Click on the green plus button to add another step, or the red minus button to remove a step.

In the above example, the Senior or Spanish Speaker step will be fulfilled if Senior Citizen equals Yes OR Language equals Spanish OR Second Language equals Spanish.

When you are finished with adding eligibility steps, click Continue.

Adding the Dynamic Checklist Block on a Form

Site administrators must now place the dynamic checklist on an auxiliary form or an intake form.  

Note that the dynamic checklist block can only read the value of fields placed on preceding forms or that are already a part of the case and already saved.  A dynamic checklist that looks at the value of the Veteran field on the same form will not adjust to any changes made to that field until the form is reloaded.  

Create or select an auxiliary or intake form to contain the dynamic checklist.  Add the dynamic checklist block to that form.

In the Checklist pulldown, select the desired checklist.  In Set Field, pick the boolean field you want the checklist to set to yes if it passes the criteria you defined in the expressions editor.  Note that you will only be able to choose from boolean system or custom fields on the matter module.  

When you load the form containing the dynamic checklist, the criteria you defined that are fulfilled will be given a green check mark in the Result column, while those that have not been fulfilled will be given an orange arrow.