Skip to main content

​
Install Checklist

  1. Download the latest distribution from the Checklist download page.
  2. Stop the Polarion service.
  3. Unzip the downloaded checklist.zip.
  4. Copy the com.nextedy.polarion.checklist folder into [POLARION_INSTALL]/polarion/extension.
  5. If you already have a production license, copy the checklist_lic.json file into [POLARION_INSTALL]/polarion/license , or add it later manually through the Polarion UI once Checklist is already installed.
  6. Delete [POLARION_INSTALL]/data/workspace/.config.
  7. Start the Polarion service.
Don’t skip step 6Deleting [POLARION_INSTALL]/data/workspace/.config is required for Checklist to register correctly. Skipping this step is a common cause of Checklist not appearing after installation.

​
Check the license status

Nextedy CHECKLIST ships with an admin/license page reachable from Polarion administration under Administration > Nextedy CHECKLIST. This page shows:
  • The Checklist version, resolved from the installed bundle
  • Current license status
  • Links to documentation (support), pricing (get a quote), the latest-version check, the download page, the changelog, and the setup guide
diagram
If the license is not in OK status, a colored banner appears wherever a checklist is rendered (work item form, LiveDoc panel, test run, or plan), with links to Help & Documentation, Contact us, and Get a quote.
Verify in applicationThe exact banner colors and thresholds (invalid vs. info-status) are determined by the license state reported by the admin page; confirm current wording and color coding directly on your instance.

​
Set up your first checklist

Installation only makes Checklist available — you still need to create a custom field and wire it into a form, LiveDoc, test run, or plan before a checklist appears anywhere:
Project template availableNextedy CHECKLIST ships a ready-made Polarion project template (checklist_template) that administrators can apply when creating new projects, giving you a working example configuration to start from.

​
Security considerations

For security guidance that applies to all Nextedy Polarion add-ons — including the platform vs. add-on responsibility model, administrator permissions, input handling, and recommended configuration — see the common security guidance article on the Nextedy support portal. Refer to the Checklist-specific section within that document for product-specific details.
Common pitfall: incomplete setup after installInstalling Checklist and restarting Polarion is not enough on its own. Checklist must still be paired with a custom field and a form extension (work items) or a wiki block (documents) before it does anything visible. Follow the appropriate setup guide immediately after installing.

​
Verification

You should now see Administration > Nextedy CHECKLIST in your Polarion administration menu, showing the installed version and a license status that is not an error banner. If the license is not OK, resolve that before proceeding to checklist setup — the same banner will otherwise appear on every checklist you configure.

​
See also