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Visual Task Board Check List Templates: Where is it stored and how can we configure sharing those? - Support and Troubleshooting
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KB0719148

Visual Task Board Check List Templates: Where is it stored and how can we configure sharing those?


4105 Views Last updated : Apr 7, 2024 public Copy Permalink
KB Summary by Now Assist

Issue

Overview


As we know, we provide functionality of creating checklists on Visual Task Boards which can be shared with multiple users. Checklists help you track the progress of tasks on your Visual Task Board. Checklists are available as a tab in the card details.

A template saves time by creating checklist items automatically. You can add, edit, or remove checklist items without impacting the template.

Where is it stored?


The checklist template is stored in checklist_template table.

Default functionality


  • On out-of-box, creating checklist templates will not be accessible by anyone but the user who created it.
  • This is handled via read and write ACLs we have defined on checklist_template table that have the following advanced script present:
answer = getChecklistTemplateAclAnswer();

function getChecklistTemplateAclAnswer() {
    if (current.sys_created_by.equals(gs.getUserName()))
          return true;
    return false;
}
  • These ACLs defined the behavior as mentioned above.
  • If this needs to be changed, then new ACLs can be created as per business requirements (like sharing to a certain user group, or roles, or company, etc.) 

We highly recommend not to modify the out-of-the-box ACLs as they can change in newer version - as we aim in enhancing our security of our product

Additional Information


Visual Task Board checklists: https://docs.servicenow.com/csh?topicname=c_VisualTaskBoardChecklists.html&version=latest

Create checklist template: https://docs.servicenow.com/csh?topicname=create-checklist-template.html&version=latest


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