Add links and files to checklist line items
Overview
How can I add links or files directly into checklist line items?
In CxPlanner, you can enrich checklist line items with internal file references or external links. This makes it easier to connect drawings, documents, or external resources directly to your commissioning checklists.
When and why to use this
Adding files and links in checklist line items is useful when you need quick access to supporting documentation.
- Use when linking drawings, manuals, or project documentation.
- System automatically recognizes file and link prefixes and formats them into clickable links.
- Files must exist in the Files module to be opened through CxPlanner.
- External links are allowed, but you should verify they are secure and up to date.
How to - step by step
- Make sure custom columns are enabled in the checklist settings. (Supported columns:
Col1-Col16.) - Open or import your checklist data.
- Insert the correct prefix in the column:
- For files:
file:<filename> - For links:
link:<website>
Example: If your file is named PID_COOLING.pdf, enter: "file:PID_COOLING.pdf  " the system will display it as a clickable file link.
- Save and review the checklist.
- Click on the file or link to confirm it opens correctly in the CxPlanner viewer or external browser.
Behavior and results
When entering formatted data in checklist columns:
- File links open directly in the CxPlanner document viewer.
- External links open in a new browser tab.
- You can include multiple files, links, and plain text in the same cell.
Permission matrix
Action | Required role |
|---|---|
Enable checklist custom columns | Project Manager or higher |
Insert file/link references | Any role with checklist edit |
Open internal file link | File access permission |
Open external link | No restriction |
Troubleshooting
Problem | Cause | Solution |
|---|---|---|
File link does not open | File not uploaded in Files module | Upload file to the Files module first |
Link not clickable | Prefix missing or incorrect | Use correct syntax: |
Cannot see checklist custom columns | Feature not enabled in project settings | Ask a Manager or Admin to enable |
Quick facts
- Requires: Project role Manager or higher to enable columns
- Location: System and Test view → Checklist line items
- Affects: Checklist data entry, PDF outputs, linked documents
Updated on: 08/18/2025
Thank you!