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Preview Checklist#

🔒 Checklist.Preview

Overview#

This operation is used to Preview a Checklist.

Setup#

No specific setup is required other than to meet the preconditions of the transaction.

Preconditions#

  • The Checklist exists in the system and is not Terminated.
  • The Checklist scope is Material Tracking or Maintenance Management.

Sequence of Steps#

The Preview Checklist wizard can be called from the Checklist page within the Business Data Group.

Checklist Without Conditions#

This feature lets you preview how the Checklist will appear when performed under typical conditions. To preview a Checklist without any conditions, simply select the Preview button on the top ribbon to view the complete Checklist as it would be performed.

preview_checklist

Checklist With Conditions#

For Checklist items containing specific conditions:

  • If the Checklist includes items with conditions based on a Date Interval, you’ll need to specify a date to simulate the scheduled date for the Checklist to be performed.

  • For Checklist items with BOM Item or Expression conditions, you can select either a Material or Product.

    • If a Product is defined for the Checklist, you can only choose a Material associated with that Product. Otherwise, the selected Material must include the necessary characteristics.
    • Alternatively, you can select a Product, which can be either the Checklist specified Product or any Product with the defined characteristics. In this case, it will simulate the values of the Product characteristics as required.

  • Once you set the context, the system will apply the filters and display the Checklist with the filtered and active items, giving you a clear view of which items will be performed.

preview_checklist

preview_checklist