Purpose

The Checklist Block in First Due's Form Builder allows users to create a list of selectable checklist items within printable and emailable forms. This feature helps organize tasks, track required actions, and provide a structured way to document completed items.

Users can also preselect checklist items when configuring the block, allowing specific items to appear checked when the form is displayed.

Background Information

The Checklist Block is a customizable element available within First Due's Form Builder. It allows users to create multiple checklist items that display as individual checkboxes within a form.

Checklist Blocks can be added to either an existing form or a newly created form.

Common uses for Checklist Blocks include:

• Tracking completed tasks or activities.
• Documenting equipment or operational checks.
• Organizing inspection requirements.
• Creating standardized task lists.
• Identifying items that should be preselected on a form.

Required Permissions

Users must have the appropriate permissions to access and edit printable and emailable forms within the Form Builder.

Video

Step-by-Step Guide

Step 1: Open the Form Builder

1. Within the Form Builder, locate the form you want to modify.
2. Select the existing form to open it for editing, or create a new form.

Step 2: Add a New Checklist Block

1. Once inside the form, locate the area where you want to add the Checklist Block.
2. Locate the Add (+) button.
3. Select the Add (+) button to display the available form elements.

Step 3: Select the Checklist Block

1. Scroll through the available form elements.
2. Locate and select Checklist.
3. The Checklist Block editor will appear with an initial checklist item ready for configuration.

Step 4: Enter the First Checklist Item

1. Locate the first checklist item field within the Checklist Block editor.
2. Enter the text for your first checklist item.
3. Ensure that the item clearly describes the task, requirement, or action being documented.

Step 5: Add Additional Checklist Items

1. After entering the first checklist item, press Enter on your keyboard.
2. A new checklist item field will automatically appear.
3. Enter the next checklist item.
4. Continue pressing Enter and adding items until all required checklist items have been entered.

Step 6: Preselect Checklist Items (Optional)

1. Review the checklist items you have entered.
2. Locate the checkbox next to the item you want to preselect.
3. Select the checkbox to mark that item as checked.
4. Repeat this process for any additional items you want preselected.

Note: Preselected checklist items will appear checked when viewing the printable form.

Step 7: Save the Checklist Block

1. Review all checklist items for accuracy.
2. Verify that any intended preselected items are checked.
3. Select Save to save the Checklist Block configuration.

Step 8: Review the Checklist on the Printable Form

1. Open the printable form to view the configured Checklist Block.
2. Verify that all checklist items appear as intended.
3. Confirm that any preselected checklist items display with a checkmark.
4. Review the checklist for accuracy and completeness.

Best Practices

• Use Clear Descriptions: Write checklist items that are easy to understand and identify.
• Keep Items Concise: Use short, direct statements that clearly describe the required action.
• Organize Items Logically: Enter checklist items in the order tasks should be performed, when applicable.
• Use Preselection Appropriately: Only preselect items when they should appear checked by default.
• Avoid Unnecessary Items: Include only checklist items relevant to the purpose of the form.
• Review the Printable Form: Verify that all checklist items and preselected checkmarks appear correctly after saving.

Troubleshooting & FAQs

Can I add a Checklist Block to an existing form?

Yes. Checklist Blocks can be added to an existing printable or emailable form or included when creating a new form.

How do I add more than one checklist item?

After entering a checklist item, press Enter on your keyboard. A new checklist item field will appear, allowing you to enter another item.

Can I preselect a checklist item?

Yes. Select the checkbox next to the checklist item you want checked by default before saving the Checklist Block.

Will preselected items appear checked on the printable form?

Yes. Any checklist items that were preselected during configuration will display with a checkmark on the printable form.

Can I create multiple checklist items within the same Checklist Block?

Yes. You can continue adding checklist items by pressing Enter after each entry.

What should I do if my checklist items are not displaying as expected?

Return to the Checklist Block editor, review the entered items and preselected checkboxes, and verify that you selected Save after making changes.