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On this page, find a place that you want the Smart Checklist to go. This can be any place that has an "Add" option. Note: It must be a process that the selected Participant Pool can access ("participant pool" is specified on the Smart Checklist Page while defining or modifying a Smart Checklist).
Click on "Add".
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Select the Smart Checklist(s) that you want to use in the business process.
Click on "OK".
| Select Actions Page |
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When you want the Smart Checklist to always show up for the respective Participant Pool in that step of the process, regardless of other criteria, click "Always Route" and save.
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Similarly, add the Admin Checklist if checklist is configured for admins while defining the checklist, then add it to the process in the appropriate step and save.
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| Configure Business Process Page |
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The uploaded document gets checked in the Smart Checklist as shown below. Uploading the other documents that are not marked as required is optional.
For the documents with downloads enabled, the attachments can be viewed by clicking on the "Download" button to see the downloadable file.
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Click on "Download" link to download the attachment.
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The runtime page of the modified Smart Checklist for the New Hire shows as below:
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Can business users can attach documents through their process checklist?
Business users can also upload documents using the checklist. They have the option to either provide a revised version of an attachment already submitted by the new hire or add a new attachment for a specific task.
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