Dynamic checklists allow administrators to create their own pass/fail checklists similar to the CSR Eligibility block. Administrators can select any fields from the matter module to be part of the checklist. Depending on the value of those fields, the checklist can then set a boolean field to Yes (if the field values match the conditions defined by the administrator) or No (if the field values do not match the conditions defined by the user).
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.
Adding a Dynamic Checklist
Select a boolean field or create a custom boolean field to represent the value the checklist will set to Yes or No. In the above example, the dynamic checklist will set the HELP Eligible Case field.
Under Admin, select Extended Modules and then Dynamic Checklists.
Select a checklist name, set Active to Yes, and click continue. When 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) which would fulfill that step. You set these conditions using the expressions editor familiar to users of guided navigation.
In the above example, the Veteran Status step will be 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 the above. Click on the green plus button to add another step, or the red minus button to remove a step.
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.
Notes and Known Issues