Define Check List Properties

Explanation

Use this activity to change the default properties of a document template check list. Check Lists appear during generation of a document export and, depending on the configuration, require users to enter or select values. These values will be included in the generated export. This activity allows you to define how the check list will work, e.g., if it is mandatory, has a list of values, or suggests a default value.

Prerequisites

In order to perform this activity, a check list has to be created for a document template.

System Effects

As a result of this activity, a check list will have its default parameters changed.

Window

Document Basic Data

Related Window Descriptions

Document Basic Data, Template Properties, Template Properties/Check List

Procedure

  1. Open the Document Basic Data window and navigate to the Document Templates tab.

To inspect and make changes to parameters of a single check list:

  1. Navigate to the Check List tab.
  2. Right-click a check list and click Properties. A new window will appear.
  3. You can change property settings by selecting different options in the Value field. You can read more about the available properties here.
  4. Click OK.

To inspect multiple check lists at once and make necessary changes:

  1. Right-click the Document Templates header and click Template Properties Overview. The Template Properties window will open.
  2. In the newly opened window, navigate to the Checklist tab. There, you will see properties of all checklists defined for a document.
  3. You can change property settings by selecting different options in the Value field. You can read more about the available properties here.
  4. Save the changes.