Use scripting within a checklist
Overview: checklist scripting
Checklist scripting lets you automatically format entered values or reassign tasks based on PASS or FAIL, which is used when many line items need consistent units or automatic ownership changes on fail.
- Your role must be Manager or higher.
- You can find the menu at Checklist module - enable the Scripting column.
- This changes checklist data values, task or observation ownership, and exports that include scripted columns.
How to use scripting within a checklist
- Open the Checklist module in your project.
- Enable the Scripting column for the checklist.
- Define rules for modifying data values:
=> Update = <true | false>
=> Column = <name of the column>
=> Prefix = <any text>
=> Replace = <true | false>
=> Append = <true | false>
- Or define task reassignment rules after PASS or FAIL:
=> reassignto = ttj@cxplanner.com
=> reassigntoonfail = ttj@cxplanner.com
- Save the checklist.
- Test by entering a value in the scripted column.
Results: checklist scripting
- Input values can be prefixed, replaced, or appended
- Values are stored in the target column you define
- Task assignment rules move ownership of a line item when PASS or FAIL is clicked
Example:
- A user enters
200in a scripted column. - The script updates the value to
Length: 200. - If the result is FAIL, the task can be reassigned automatically to another user.
Troubleshooting: checklist scripting
Problem | Cause | Solution |
|---|---|---|
Script does not run | Scripting column is not enabled | Enable the Scripting column in the checklist settings |
Values not updating as expected | Rule syntax is incorrect | Check Update, Column, Prefix, Replace, and Append values |
Tasks not reassigned on FAIL | Wrong email, or user is not on the project | Verify the email in |
Scripted values missing in export or PDF | Scripted column is not included in the output setup | Add the scripted column to the export or template output setup |
Updated on: 07/26/2026
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