Most Checklist Items will be built from fields on the Main Parent Entity or Case tables, but it is possible to add other tables.
Such cases may be Post Adoption Reports, Medical Exams, Benefits and Services or Community Services that the client engages in that a staff member needs notification of or must take action afterward.
- Open the table.
- Click Advanced Options > Really Advanced Options > Advanced Table Properties.
- Change "Can be used on Checklists" from No to Yes. Refresh the Checklist Configuration screen, and the new table will be available when adding/modifying a Checklist Item.