We use custom lookups for checklists, which are great for filling checklists out, but not for displaying completed checklists. Upon filling a checklist out, the custom lookup allows selection of only "Active" employees. But, if we reference the checklist later, the current behavior of the portal is that upon load of a completed checklist, it will use that same custom lookup to check the database value for what it should display. Therefore, if the employee is no longer "Active," the checklist displays a blank, even though there is data in the database for that field.
It would be nice to have checklists enhanced do one of two things:
(This enhancement is related to Support Case #1598781: L2 Checklist Values Not Displaying)
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| Company | FHG, Inc. |
| Job Title / Role | Business Systems Specialist |
| I need it... | 6 months |
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At this time, it only works for the items.
Hey Michael, thanks for your help so far, just following up on this item. Any new developments?
Michael,
Is there a plan for the header fields receiving the same update? Across the board, header fields are the place most likely to have lookups to dynamic datasets for us--employee names, equipment names, etc.. We need this to be resolved for header fields much more than items. For us, items are usually simply lists of text entry boxes and check boxes.
Only the items were updated, not the headers.
Unfortunately, I'm still seeing the same behavior on the checklists we originally had the problem with. But, it may be because I'm looking at header fields here? Is the update only for checklist instance items, and not the checklist header fields?
Yes this should be resolved moving forward. Give it a try.
Hey Michael, I noticed this line in the 19.5 release notes that I thought might have been related to this issue:
Is this related to the issue we're seeing?
This item has been promoted and the dev team is working on a solution.
Lets meet and review. I'll send you an invite.
Michael,
This originated as an issue, but was redirected to an enhancement feature. Original issue was Support Case #1598781: L2 Checklist Values Not Displaying. I also argued that this should be handled as an issue. I will reopen the case with Support. Thanks!
Hi Thomas,
Can you submit this to support. It should work as you are describing, if it is not, then support can review with you and we can get it perfect. The behavior you are looking for should be the standard.
Hey Michael,
Just following up on that last response, as we've converted all of our .pdf fillable forms to checklists in the Portal and are relying on the checklist functionality, this has become a bigger issue for us.
Michael,
The dropdown appears blank on load, and cannot be clicked (checklist has already been submitted).
Hi Thomas,
Does the dropdown appear blank on load, or only appear blank when the dropdown is clicked?