A reusable questionnaire header whose questions are child ChecklistTemplateLine rows. Referenced by visit activity definitions (VisitTaskTemplateActivity.checklistTemplateId) so field reps fill it during visit execution, and answers materialize as CheckListLine rows against the activity or a routed target record. Scoping fields (accountId, accountGroupId, itemId, resourceId, resourceGroupId, partner variants) plus a validity window (fromDate/toDate) and frequency control where it applies; parentChecklistId builds a template hierarchy.
Fields
| Field | Label | Type | Required | What it does |
|---|
AccountGroupId | Account Group | Lookup | | |
AccountId | Account Name | Lookup | | |
Code | Code | Text | | |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
Frequency | Frequency | Text | | |
FromDate | From Date | Date | | |
Id | Id | Guid | Yes | |
IsActive | Is Active | Boolean | Yes | |
IsMandatory | Is Mandatory | Boolean | | |
ItemId | Item | Lookup → Item | | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | | |
OwnerId | Owner | Lookup → UserAccount | Yes | |
ParentChecklistId | Parent Checklist | Lookup | | |
PartnerAccountGroupId | Partner Account Group | Lookup | | |
PartnerAccountId | Partner Account | Lookup → Account | | |
RecordTypeId | Record Type | Guid, hidden | | |
ResourceGroupId | Resource Group | Lookup | | |
ResourceId | Resource | Lookup | | |
ToDate | To Date | Date | | |
Type | Type | PickList | | Values: Claim, Training, Generic, Delivery, Training Repository. |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete the selected records. |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete in a list page |
Edit | Edit | Edit | Edit |
EditInLine | Edit | EditInline | Edit in page. |
EditListHeader | Edit | EditInline | EditListHeader |
EditListRow | Edit | Edit | EditListRow |
New | New | New | New |
