The document checklist is a LiveDoc custom field. To set up a checklist you need to:
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- Create a new document custom field
- Put a panel to your LiveDoc
- [optional] Define a checklist template
1) Create a new custom field
This step is simple, just create a new custom field of type Text (multi-line plain text).
2) Put a panel to your LiveDoc
- Open your live document
- Navigate to the place where you want to have your Checklist presented
- Insert Wiki Block
- Put the following content into it:
$checklistService.getDocumentChecklistView().document($document).checklist("dod").title("Checklist").view($context).render()
- the "dod" is the name of your document checklist custom field
- the call of the method title("Checklist") is optional, you can avoid it if you do not want the title to be added to the checklist.
- you can also add method ...).hideInPdf().render() to the snippet if you do not want checklist in PDF exports.
- After save, you will see the checklist panel:
3) [optional] Define a checklist template
This is described in the following article: How to create a checklist template?