{"id":16336,"date":"2025-01-15T11:36:01","date_gmt":"2025-01-15T15:36:01","guid":{"rendered":"https:\/\/alix.ai\/documentation\/?post_type=docs&#038;p=16336"},"modified":"2025-10-28T10:05:07","modified_gmt":"2025-10-28T14:05:07","password":"","slug":"checklists","status":"publish","type":"docs","link":"https:\/\/alix.ai\/documentation\/en\/doc\/settings\/checklists\/","title":{"rendered":"Checklists"},"content":{"rendered":"<div class=\"pdfprnt-buttons pdfprnt-buttons-docs pdfprnt-top-right\"><a href=\"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/docs\/16336?print=print\" class=\"pdfprnt-button pdfprnt-button-print\" target=\"_blank\" ><img decoding=\"async\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/plugins\/pdf-print\/images\/print.png\" alt=\"image_print\" title=\"Print Content\" \/><\/a><\/div><p>Checklists are used in different places in ALIX:<\/p>\n<ul>\n<li><a href=\"https:\/\/alix.ai\/documentation\/en\/doc\/shipments\/checklists-for-shipments\/\" target=\"_blank\" rel=\"noopener\">In shipments<\/a><\/li>\n<li><a href=\"https:\/\/alix.ai\/documentation\/en\/doc\/goods-receipts\/checklists-for-goods-receipts\/\" target=\"_blank\" rel=\"noopener\">In goods receipts<\/a><\/li>\n<li><a href=\"https:\/\/alix.ai\/documentation\/en\/doc\/operations-board\/checklists-for-card-steps\/\" target=\"_blank\" rel=\"noopener\">In the steps of a card<\/a><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h2>Create\/edit a checklist<\/h2>\n<ol>\n<li>In <strong>Settings<\/strong>, go to <strong>Definitions<\/strong> -&gt; <strong>Checklists<\/strong> section.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-16349\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/01\/2025-01-15_11h09_12-1024x452.png\" alt=\"\" width=\"1024\" height=\"452\" srcset=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/01\/2025-01-15_11h09_12-1024x452.png 1024w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/01\/2025-01-15_11h09_12-300x132.png 300w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/01\/2025-01-15_11h09_12-768x339.png 768w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/01\/2025-01-15_11h09_12.png 1516w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/li>\n<li>Click the <strong>+<\/strong> button at the top left to create a new checklist, or click the desired checklist to view its information.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-16351\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/01\/2025-01-15_11h09_52.png\" alt=\"\" width=\"378\" height=\"432\" srcset=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/01\/2025-01-15_11h09_52.png 378w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/01\/2025-01-15_11h09_52-263x300.png 263w\" sizes=\"(max-width: 378px) 100vw, 378px\" \/><\/li>\n<li>Enter the requested information. <a href=\"https:\/\/alix.ai\/documentation\/en\/doc\/settings\/checklists\/#3-toc-title\">For more details on the fields to be filled in, click here<\/a>.<\/li>\n<li>Once completed, you can exit the page. The information in this window is saved automatically.<\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<h2>Delete a checklist<\/h2>\n<ol>\n<li>In <strong>Settings<\/strong>, go to <strong>Definitions<\/strong> -&gt; <strong>Checklists<\/strong> section.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-16349\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/01\/2025-01-15_11h09_12-1024x452.png\" alt=\"\" width=\"1024\" height=\"452\" srcset=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/01\/2025-01-15_11h09_12-1024x452.png 1024w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/01\/2025-01-15_11h09_12-300x132.png 300w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/01\/2025-01-15_11h09_12-768x339.png 768w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/01\/2025-01-15_11h09_12.png 1516w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/li>\n<li>Click on the desired list. Its information appears on the screen.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-16352\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/01\/2025-01-15_11h12_03-1024x581.png\" alt=\"\" width=\"1024\" height=\"581\" srcset=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/01\/2025-01-15_11h12_03-1024x581.png 1024w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/01\/2025-01-15_11h12_03-300x170.png 300w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/01\/2025-01-15_11h12_03-768x436.png 768w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/01\/2025-01-15_11h12_03.png 1363w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/li>\n<li>Click on the <strong>\u2013<\/strong> button at the top left.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-16300\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/01\/2025-01-15_09h07_03-1024x469.png\" alt=\"\" width=\"1024\" height=\"469\" srcset=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/01\/2025-01-15_09h07_03-1024x469.png 1024w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/01\/2025-01-15_09h07_03-300x137.png 300w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/01\/2025-01-15_09h07_03-768x352.png 768w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/01\/2025-01-15_09h07_03.png 1290w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<h2><strong>Information on the fields to be filled in<\/strong><\/h2>\n<h3 id=\"config\">Configuration<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-18372\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/01\/2025-09-11_11h52_52-1024x295.png\" alt=\"\" width=\"1024\" height=\"295\" srcset=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/01\/2025-09-11_11h52_52-1024x295.png 1024w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/01\/2025-09-11_11h52_52-300x86.png 300w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/01\/2025-09-11_11h52_52-768x221.png 768w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/01\/2025-09-11_11h52_52-1536x442.png 1536w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/01\/2025-09-11_11h52_52.png 1709w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>The choices offered by this drop-down menu are a combination of these elements. They are divided into several parts:<\/p>\n<ul>\n<li>Allowed \/ not allowed : is it allowed to continue (change steps, ship or receive) without having validated the checklist.<br \/>\n<table>\n<tbody>\n<tr>\n<td>Allowed<\/td>\n<td>It is possible to continue even if the list is non-compliant.<\/td>\n<\/tr>\n<tr>\n<td>Not allowed<\/td>\n<td>The list must be compliant to continue.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/li>\n<li>Comments : Is a comment required to validate a checklist? For shipment, this setting determines whether the comment window appears when you click <strong>Ship items<\/strong>.<\/li>\n<li>Comment condition :<br \/>\n<table>\n<tbody>\n<tr>\n<td>Only for non-compliant<\/td>\n<td>The comment condition only applies to a non-compliant list.<\/td>\n<\/tr>\n<tr>\n<td>Compliant and non-compliant<\/td>\n<td>The comment condition applies to both a compliant and non-compliant list.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h3>Default<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-18373\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/01\/2025-09-11_11h53_44-1024x210.png\" alt=\"\" width=\"1024\" height=\"210\" srcset=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/01\/2025-09-11_11h53_44-1024x210.png 1024w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/01\/2025-09-11_11h53_44-300x62.png 300w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/01\/2025-09-11_11h53_44-768x158.png 768w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/01\/2025-09-11_11h53_44-1536x316.png 1536w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/01\/2025-09-11_11h53_44.png 1708w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>Allows you to define a checklist to be added automatically when creating an item of the chosen type. There can be only one list that is set as the default list for each type. Enabling this field will disable any other existing default lists for that same type.<\/p>\n<p>&nbsp;<\/p>\n<h3>Input type<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-18374\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/01\/2025-09-11_11h54_51-1024x574.png\" alt=\"\" width=\"1024\" height=\"574\" srcset=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/01\/2025-09-11_11h54_51-1024x574.png 1024w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/01\/2025-09-11_11h54_51-300x168.png 300w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/01\/2025-09-11_11h54_51-768x431.png 768w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/01\/2025-09-11_11h54_51-1536x861.png 1536w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2025\/01\/2025-09-11_11h54_51.png 1710w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>The input type represents the additional information that can be entered when checking an item in the list.<\/p>\n<ul>\n<li>Empty: no information is to be entered<\/li>\n<li>Text<\/li>\n<li>Number<\/li>\n<li>Checkbox: yes, no<\/li>\n<li>Tri-state selector: yes, no, N\/A<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Checklists are used in different places in ALIX: In shipments In goods receipts In the steps of a card &nbsp; [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}}},"doc_category":[415],"doc_tag":[],"year_month":"2026-04","word_count":326,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Genevi\u00e8ve Lamarche","author_nicename":"glamarche","author_url":"https:\/\/alix.ai\/documentation\/author\/glamarche\/"},"doc_category_info":[{"term_name":"Settings","term_url":"https:\/\/alix.ai\/documentation\/en\/docs-category\/settings\/"}],"doc_tag_info":[],"_links":{"self":[{"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/docs\/16336"}],"collection":[{"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/comments?post=16336"}],"version-history":[{"count":11,"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/docs\/16336\/revisions"}],"predecessor-version":[{"id":18726,"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/docs\/16336\/revisions\/18726"}],"wp:attachment":[{"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/media?parent=16336"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/doc_category?post=16336"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/doc_tag?post=16336"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}