Create a new checklist

Creates a checklist. Template fields can be prepopulated from project data or from integration-provided values in salesForceData.

Despite the current field name, salesForceData is a generic flat key-value map used by Salesforce, Quickbase, and other integrations. Template text fields with prePopulatedField: "Salesforce" and a matching salesforceFieldKey are filled from this map.

POC repositories:

Body Params
submittedResponse
object

The checklist structure including sections, and fields.

salesForceData
object

Flat key-value map of Salesforce field data to pre-populate checklist fields whose template has prePopulatedField="Salesforce" and a matching salesforceFieldKey. e.g. { "Opportunity.Name": "Smith Solar Install", "Opportunity.ExpectedRevenue": 45000 }

project
object
required
template
object
required
string
required
string
enum
required
Allowed:
string
required
requiredProgress
object
totalProgress
object
prefilledFromDesign
object
Responses

401
403
404
Language
Credentials
Header
LoadingLoading…
Response
Click Try It! to start a request and see the response here! Or choose an example:
application/json