1. Requirement:
Enabling the Import option for Checklist Templates allows administrators to import checklists efficiently instead of manual entry.
2. Steps to Enable Import for Checklist Templates:
- Navigate to Setup and Maintenance.
- Click on Tasks → Search → Manage Profile Options.
- Click the plus (+) icon to create a new profile option.
- Enter the following details:
- Profile Option Code:
PER_CHECKLIST_IMPEXP_ENABLED
- Profile Display Name: Import Checklist
- Application: Applications Common Components
- Module: Core Setup
- Module Key: CmfCoreSetup
- Start Date:
01-01-1951
- Click Save and Close.
- Search for the created profile option and select it.
- Under Profile Levels, check the Enabled and Updateable checkboxes at the Site Level.
- Click Save and Close.
- Navigate to Manage Administrator Profile Values.
- Search for the created Profile Option Code.
- Enable the profile value, click Add Site, enter Y in the profile value field, and Save and Close.
- Go to Manage Checklist Template and verify that the Import option is enabled.
I hope this blog post was helpful for you. If you have any questions or feedback, please leave a comment below.