# Dynamic Checklist

The Dynamic Checklist is a checklist template where variables and formulas are set up.

In addition to the fields previously described, the fields in the following table are intended for dynamic calculations within the checklist.

Field | Description |
---|---|

Variable for Dynamic BOM | A value in the Input field in the checklist line can be stored as a variable for further use in the checklist or in the dynamic BOM. The variables have a global validity within the checklist and the Master BOMs. |

Formula Function | Here a formula can be entered for a calculation. Choose the ellipsis button to open the Formula Editor, which can assist with formula creation. |

Value of Function | Value resulting from the formula calculated in the Formula Function field during the calculation process. |

Value of Function (alphanum.) | Alphanumeric Value resulting from the formula calculated in the Formula Function field during the calculation process. |

Value of Function is Default | If selected, then during a new calculation the determined function value is transferred to the Input field on the line, if the field is empty. Lines already filled are not overwritten unless the Always Overwrite check box is selected. If the Input Type field is set to Text and the Variable for Dynamic BOM check box is selected, then the text attribute is transferred from the Attribute Term table, if one exists. |

Always Overwrite | If selected, the result from the Formula Function field is transferred to the Input field even if the field already contains a value. |

Formula Show Line / Show Line | Here a condition can be entered (compare Formula Valid with the Dynamic BOM). If this condition is True (< > 0 corresponds) or is empty, then the Show Line check box is selected. If this condition is False, then the Show Line check box is not selected. |

Selected | Indicates the standard answer for the question. |

Formula Message | Here a formula can be entered for a calculation to generate a message. Choose the ellipsis button to open the Formula Editor, which can assist with formula creation. |

Message Exists | Indicates if a message exists for this checklist line. |

Formula Mandatory Input | Here a condition can be entered in the same way as Formula Show Line so that the result of the formula should be True (<>0) or False (0). The result of this formula will set the Mandatory Input field to True to indicate during run time if a checklist line must be filled out or not. |

Automatic Recalculation | Specifies whether the formulas entered with a checklist line are automatically recalculated after each input. NOTE: The .Automatic Recalculation toggle in the header must be turned on to automatically recalculate the lines |

Recalculate on Opening | Specifies whether the formulas entered with a checklist line are automatically recalculated when the checklist is opened. This setting prevents the recalculation of all lines, which is helpful for checklists with many lines so that processing times are shortened. You can manually select this check box on only the lines that must be recalculated upon opening the checklist. |

Free Text | Determines whether the value entered in the Input field on the checklist line is transferred to a description line in the Document BOM, as defined in the Master BOM. In the Checklist Template, a variable, such as TEXT, is defined in the Variable for Dynamic BOM field. In the Master BOM, the relevant description field is set up with substitute symbols around the variable: #TEXT#. |

The following table describes a sequence of tasks, with links to the topics that describe them.

To | See |
---|---|

Show or hide checklist lines. | Formula Show Line |

Calculate whether a field is a mandatory field in a checklist line. | Formula Mandatory Input |

Calculate values in checklist lines based on input data stored in variables. | Formula Function |

Create messages that will open in a checklist based on input. | Formula Message |

Define sub-checklists in a checklist template to provide better structure for complex or special settings. | Sub-Checklists |

Transfer information from a document (sales, construction, service, etc.) to checklist lines. | Transfer Information into Checklists |

## Feedback

Submit feedback for this page .