Add other tables to Checklists

Most Checklist Items will be built from fields on the main entity or Case tables, but it is possible to add other tables too.

1. Open the table.
2. Click Advanced Options > Really Advanced Options > Advanced Table Properties.
3.  Change Can be used on Checklists to Yes. Refresh the Checklist Configuration screen, and the new table will be available when adding/modifying a Checklist Item.

A separate checklist section must be setup for different sub-tables. 

Ensure the checklist section is specific to the table selected through the Checklist Section Configuration >  section table is set to the Checklist Sections for the 1:Many table.

Checklist sections based on multi-record tables cannot be added manually, as SAM will not know which record it corresponds to, so these sections must be setup to be automatically entered or through an Auto Action.