Creating and updating checklist templates

To create a checklist template

1. Log in to BMC Helix Business Workflows.
2. Click Settings .
3. Select Checklist > Templates.
4. On the checklist templates page, select the line of business for which you want to create a template.
   If you have access to a single line of business, the line of business is selected by default. 
5. To create a checklist template, click + Checklist template.
6. On the Create checklist template page, enter the Name of the checklist.

7. Complete the additional fields as explained in the following table: 

   Field	Action
   Line of Business	The line of business that you selected to create the template is displayed.
   Company	Select the company for which you want to create the checklist template. Select one of the following options: Global—All companies in a tenant can view the template. A company name—Agents of the selected company can view the template.
   Status	Select one of the following statuses: Inactive —The template is redundant, and no longer in use. Active—The template is available for use. Important: Only active templates are available for use.
   Label	Select a label for the checklist template. You can filter the templates based on a specific label.

8. Click +Add Items and add the items for the checklist. You can add up to 50 checklist items.
9. (Optional) To delete a checklist item, click .
10. (Optional) To change the order of checklist items, click and drag the checklist items in the required order.
    
    
11. Click  to preview the checklist items added to the template. 
    The summary of the checklist items, and the status values related to the checklist items are displayed.

To add new items to checklist template

1. Log in to BMC Helix Business Workflows.
2. Click Settings .
3. Select Checklist > Templates.
4. On the Checklist templates page, select the line of business for which you want to create a template.
   If you have access to a single line of business, the line of business is selected by default. 
5. Open the checklist template in which you want to add a new item.
   The Edit checklist template page is displayed.
6. Click +Add Items and add new items to the checklist.
7. Click Save.

To activate a checklist template

1. Open the checklist template which you want to activate.
   The Edit checklist template page is displayed.
2. In the Status field, select Active.
3. Click Save.

To configure status values in a checklist template

1. Log in to BMC Helix Business Workflows.
2. Click Settings .
3. Select Checklist > Templates.
4. On the Checklist templates page, select the Line of Business for which you want to create a template.
   If you have access to a single line of business, the line of business is selected by default. 
5. Open the checklist template where you want to add status for items.
   The Edit checklist template page is displayed.
6. Enable Show status to add the status values for the checklist items. 
   You can retain the default values or update them according to the type of checklist. 
   

1. Click Save.

The following table displays the preview of the checklist templates after you add the status values.