How to add a stage in Document Checklist

Owned by Aarushi Anand
Last updated: Mar 10, 2023
3 min read

 

How to add a stage in Document Checklist

To add a stage in Document Checklist,

  1. Go to ‘Document Checklist’ object and add the picklist values in 'cm_lending__Application_Stage__c' field.

  2. Then, go to ‘Document Checklist Configurations’ object and add the picklist values in 'cm_lending__Application_Stage__c' field.

  3. Then create the below mentioned flow.

How to Create a Flow for Document Checklist Configuration

This flow is created to make sure that whenever an intake application form is filled, the credir application record shows the document checklist items in the new stage.

  1. Click on New Flow and select Record Triggered flow.

  2. Select the Object as ‘Credit Application’.

  3. Configure Trigger: Select ‘A record is updated’.

  4. You see Entry conditions as shown below.

    1. Field: cm_lending__Application_Type__c Operator: Is Null Value: false

    2. Field: RecordTypeId Operator: Is Null Value: false

6. When to Run the Flow for Updated Records: Every time a record is updated and meets the condition requirements.

7. Optimize the Flow for: Actions and Related Records

 

Create a Document Checklist variable

Note: Please make sure you are on ‘Freeform’ type.

  1. In Toolbox section, select ‘Manager’ tab and then click on ‘New Resource’.

  2. Select ‘Variable’.

  3. Select the datatype as ‘Text’ and put the Default value as Record ID as shown in the picture below.

  4. Mark the checkboxes for Available for input and Available for output as true.

  5. Click on ‘Save’.

 

Setting up configuration:

  1. In Toolbox section, select ‘Elements’ tab and then drag ‘Assignment’ to the white area.

  2. In the ‘Set Variable Values’, (refer to the screenshot below)

    1. Variable: Add the variable you just created, in this case, it is creditStageVariable

    2. Operater: 'Add'

    3. Value: “-<Document Stage Name>” (without quotes), in this case, -Credit

  3. Click on ‘Done’

4. Drag and drop ‘Action’ from the Toolbox.

5. Select ‘Create Document Checklists’ in Action.

6. In Set Inpur Values, enable the toggle button ‘creditIdCombo’ and enter the name of the Variable.

7. Click on ‘Done’.

7. Connect the elements as shown below: