Auto-import checklists or test items
Read the article "Bulk import" first
This articles describes how you can specify an "Asset- or Equiptment"-type and attach multiple checklists to it.
When adding new items marked with the "Asset- or Equiptment"-type, the checklists will automatically be imported.
There are two ways to attach checklists:
Sub-checklists: This way the attached checklists will be added as sub-checklists and change the item to a "folder".
Checklist items: This way the checklists items will added.
When you create a new checklist, you can choose to auto add multiple sub-checklist to it.
E.g. you can create an asset called 'Ventilation' and attach multiple sub-checklists to it, for example Mechanical complete, Functional check and System integration test. This will automatically add 3 sub-checklists to this asset.
It will then get this structure:
Ventilation
Mechanical complete
Functional check
System integration test
![Sub-checklist example](https://storage.crisp.chat/users/helpdesk/website/ea2cfd7bb6130800/image_1u0ivjl.png)
Define an asset/equiptment type, and then attach one or more checklists to it.
When you create a new asset/equiptment of that type, the items from those checklists will be automatically imported.
E.g. you can create an asset called 'Ventilation', and then attach the checklist 'Ventilation - General inspection', which will be auto-import when adding new 'Ventilation'-assets.
![Checklist items example](https://storage.crisp.chat/users/helpdesk/website/ea2cfd7bb6130800/image_tm8qiw.png)
Navigate into the project settings and select the "Checklists" section.
The example below shows how the the two types can be used.
![Import types](https://storage.crisp.chat/users/helpdesk/website/ea2cfd7bb6130800/image_zll85t.png)
Use the import spreadsheet from the bulk article and select the type here:
![Import spreadsheet](https://storage.crisp.chat/users/helpdesk/website/ea2cfd7bb6130800/image_7lzqz.png)
Auto-import checklist or test items
This articles describes how you can specify an "Asset- or Equiptment"-type and attach multiple checklists to it.
When adding new items marked with the "Asset- or Equiptment"-type, the checklists will automatically be imported.
The two import-types
There are two ways to attach checklists:
Sub-checklists: This way the attached checklists will be added as sub-checklists and change the item to a "folder".
Checklist items: This way the checklists items will added.
Sub-checklist
When you create a new checklist, you can choose to auto add multiple sub-checklist to it.
E.g. you can create an asset called 'Ventilation' and attach multiple sub-checklists to it, for example Mechanical complete, Functional check and System integration test. This will automatically add 3 sub-checklists to this asset.
It will then get this structure:
Ventilation
Mechanical complete
Functional check
System integration test
![Sub-checklist example](https://storage.crisp.chat/users/helpdesk/website/ea2cfd7bb6130800/image_1u0ivjl.png)
Checklist items
Define an asset/equiptment type, and then attach one or more checklists to it.
When you create a new asset/equiptment of that type, the items from those checklists will be automatically imported.
E.g. you can create an asset called 'Ventilation', and then attach the checklist 'Ventilation - General inspection', which will be auto-import when adding new 'Ventilation'-assets.
![Checklist items example](https://storage.crisp.chat/users/helpdesk/website/ea2cfd7bb6130800/image_tm8qiw.png)
Set up the import-types
Navigate into the project settings and select the "Checklists" section.
The example below shows how the the two types can be used.
![Import types](https://storage.crisp.chat/users/helpdesk/website/ea2cfd7bb6130800/image_zll85t.png)
Importing using the bulk import
Use the import spreadsheet from the bulk article and select the type here:
![Import spreadsheet](https://storage.crisp.chat/users/helpdesk/website/ea2cfd7bb6130800/image_7lzqz.png)
Updated on: 04/19/2024
Thank you!