Items

An item in a checklist is a single task, action, or piece of information that needs to be completed, verified, or considered.

The Items panel in the designer contains of a top row and a lower panel that lists the items for the section selected in the Checklist Sections panel.

The top row consists of several icons and the title of the panel.

Icon Description
Invert Checkboxes
This icon when clicked reverse the selection of the items in the list.
Add
Allows user to add a new item.
More Actions
This icon when clicked, displays a list of available actions.
If no section is selected, there will be less available action. If a section is selected, more available actions will appear.

The “Undo” and “Redo” buttons in the top row of the Checklist Sections panel can be used to undo or redo actions done in the Items panel.

Add

An item can be added into the section either using the wizard in the “More Action” list or using the “+” icon.

Using Add Icon

To add a new item, click on the “+” icon in the top row. A “Add Item” dialog box will appear.

Field Description Mandatory Input Type Constraints Default Value
Name Name assigned to the item. Y Text field Any text.
The value must not exist in the list of page names. The value is case-sensitive.
Empty string
Label Name that will appear in the checklist. Y Text field Any text.
The value must not exist in the list of page names. The value is case-sensitive.
Empty string
Item Type Defines which function of the item. Y Select One value can be selected.
Options are: <br.- Check
- Submit
- Rule Provider
Do note that the available options may vary depending on the item type of previous item before it.
“Check”
Copy From Indicates what template the item would be based on.
Selecting “Blank Page” results in using a blank canvass as a starting point while selecting an existing item would result in having the selected item as the starting template.
Y Drop-down list One value can be selected. Options are:
- “Blank Page”
- Names of all items in the current section
“Blank Page”

In the “Name” field, enter an unique name for the new checklist. Provide a meaningful label for the item in the “Label” field. It can be a question or a sentence or simply a title.

The “Item Type” field allows user to select the type. Whether is is a verification, to allow submission of information or a rule provider.

Note:

  • A section has only one “Submit” item type (once a “Submit” item type is added, the “Submit” option will not appear in the add dialog box.)
  • The sequence of the item types will be as follows:
    • All “Check” item types
    • A “Submit” item type
    • All “Rule Provider” item types

If the “Name” field is left empty or the name already exist, the relevant error message will appear when attempt to sve the section.

In the “Copy From” field, select either “Blank” or any other existing items from the drop-down list.

Click on the “OK” button to create the new item. Too abort, click on the “Cancel” button.

Using Wizard

To add a new item using the wizard, click on the “More Actions” icon in the top row and select “New Items Wizard” option.

The “New Items Wizard” dialog box will appear.

It is the similar as the Checklist Wizard without the “Section Name” field. Fill in the required fields and click on the “OK” button to create the new checklist. Refer to Wizard for more details.

Edit

To edit an item, select the checkbox next to the desired item, click on the “More Actions” icon and select the “Edit” option.

The “Edit Item” dialog box will appear.

Edit the name and label of the item as desired. Do note that the name must be unique. Click on the “OK” button to save the change.

Delete

To delete an item, select the checkbox next to the desired item, click on the icon and select the “Delete” option. The selected item will be deleted from the Items panel.

Copy

To copy an item, select the checkbox next to the desired item, click on the icon and select the “Copy” option. The selected item will be added to clipboard.

Paste/Paste Before Selection

To paste an item, an item must be copied prior.

Click on the icon and select the “Paste” or “Paste Before Selection” option. The first option paste the copied item at the end of the list.

The second option pastes the copied item before the selected section in the panel, if there are more than two items in the panel. If there is only one item in the panel, the “Paste Before Selection” option will not appear.

Do note that item of “Submit” type cannot be copied and pasted, as only one “Submit” type is allowed in a section.

Cut

To cut an item, select the checkbox next to the desired item, click on the icon and select the “Cut” option. This will remove the item from the list and add to clipboard.

User can use the “Paste” or “Paste Before Selection” to add the item that was cut.

Move To Top / Move To Bottom

These functions allows user to relocate one or multiple items either to the top or bottom of the list.

To do so, select the desired item or items, click on the icon and select the “Move To Top” to move the items to the top of the list. To move to the bottom of the list, select the “Move To Bottom” option.

Move Up / Move Down

These function allows user to move a selected item up or down one level.

To do so, select the desired item, click on the icon and select the “Move Up” to move the item up one level in the list. To move the item down one level of the list, select the “Move Down” option.