Smart Docs Configuration
Checklists can be included in Smart Docs configured for the header object that the checklists are linked with. The report generated will include the questions in the checklist along with the corresponding entered / selected answers.
The sequence of steps required to configure Smart Docs for checklists is as follows:
1. Create Field Mapping between the header object and Checklist object.
2. Configure the above Field Mapping in the custom SFM transaction you have defined for creating the checklist for the header object.
3. Configure Smart Doc transaction for the header object, with Checklist as the child object.
Field Mapping
To publish your checklist responses using Smart Docs, the custom SFM transaction of type to generate a Checklist/Survey type of Process must have the Record Id field of the source object mapped to the related lookup field in the Checklist object. To do so, create a field mapping between these objects. For example, when creating a checklist for Work Order object, the mapping is as below:
Currently, this is supported for the following source objects OOTB: Account, Installed Product, Location, Parts Order, Product, Work Detail, and Work Order. To support this for any other object, create a custom lookup field to that object in Checklist object.