Table of content
Editing the template settings of a checklist template can be done by clicking on the context menu (the three dots) on the right hand side of the checklist template under “Manage checklist” and selecting “Template settings“.
The following options will be displayed.
Here the checklist can be limited to specific test object types and test objects.
Here you can define exactly what happens if a checklist has not been completed 100%. A distinction can be made here between warnings (show warning when exiting or closing) and errors (show warning when exiting / show error when closing).
Check requirements
No restrictions
100% filled out checks
100% positive checks
Issue at each negative check
Once a check is negative, users are prompted to create an issue. The "Add issue" field appears.
The final validation to see if an issue has actually been created takes place at checklist closure.
Issue requirements
No restrictions
No open issues
Limitation
Warning
Error
Here the specific amount of users can be choosen on working parallel in a checklist.
The possibility of adding signatures at verification/closing of a checklist can be activated here. Depending on your needs, these can be optional or mandatory.
If this section is activated, a sticky header will show up in the checklist. With its help, the user can navigate to checks or sections via checkidentifier.
If this section is activated, the checklist automatically navigates to the next check.
In automatic navigation, the navigation to the next page or section is disabled by activating this option.
If this is enabled, a previous test result can be selected again when executing a checklist with the same test object as before.
In this sections the checklist can be limited to users and groups.
If custom fields are stored here, these can be filled when a checklist is instantiated. This means that additional information can be stored for the checklist alongside the test object. Here you can set whether the fields are optional or mandatory.
The fields can be subsequently adjusted via Checklist overview