Templates
Creating and Managing Templates — Set up a checklist template work item, configure theworkItemTemplateId property, and control template merging behavior.
Multiple Templates per Type — Assign different templates to different work item types or fields using the configuration property hierarchy.
Importing a Checklist — Import checklist content from external sources into a Polarion custom field.
Workflow
Workflow Gates and Validation — Configure workflow functions and conditions to enforce checklist completion before status transitions. Freezing Checklists by Status — Stop template merging at specific workflow statuses so completed checklists remain immutable. Reset on Work Item Type Change — Handle checklist behavior when a work item changes type.Access Control
Controlling Access and Permissions — Restrict who can edit checklists and under what conditions. Read-Only Mode — Lock checklists to prevent edits while keeping them visible.Customization
Custom Icons — Replace default Font Awesome icons for checklist result states with your own choices. Assigning Notes to Items — Add notes and comments to individual checklist items for additional context.Compliance
Baselines and Comparison — Freeze checklist state at specific revisions and compare baselines for audit trails.Problem Solving
Troubleshooting — Diagnose and resolve common Checklist configuration and behavior issues.