The Checklist Component is a special type of Collection Component that allows you to display items in an interactive checklist. You can use this component to track progress on various things, such as your to do tasks, shopping items, or a step-by-step process frequently used in your business.
Adding and Setting Up Checklist Collections
To set up your Checklist Collection:
In the Layout Editor of your app, click the plus (+) symbol to add a new component.
Find Collections in the menu and select Checklist.
Choose what Data Source it should use.
Give the collection a Title.
Customize your collection with Data and Design.
SetChecked to the value you want to check off when an item is complete.
Choose if you'd like to limit the number of items that appear, as well as how many items to show per page.
Set Visibility Conditions for your data if needed.
To update your Checklist Collection, go to the Components section, click on your collection, and make your desired changes. You can preview each change live as you make adjustments.
Adding an Action to your Collection
You can add Actions to your Checklist Collection to allow users to interact with your data. For example, you can add a Button that takes users to a detailed view of a record or opens a form to submit information to you.
Select your Checklist Collection, then go to the Actions menu on the right side.
Choose Enable advanced actions.
Choose where to add the action.
Choose from our menu of actions, or create your own custom action.
Take your new action for a test run!