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Property Hierarchy

The system resolves properties in the following order, from most specific to least specific:
diagram
Where:
  • _TYPEID is the work item type ID (e.g., userstory, requirement, task)
  • _FIELDID is the checklist custom field ID (e.g., dod, dor, testChecklist)

Template Properties

Work Item Templates

Example — static template per type:
Example — cross-project template reference:
Example — dynamic template from custom field:
When workItemTemplateHolder is set, the system reads the template work item ID from the specified custom field on the work item, allowing per-instance template selection.

Document Templates

Template Merging Properties

Example — freeze checklist at “reviewed” status:
When template merging is disabled at a status, the checklist shows only data stored so far. Use the ChecklistApplyTemplate workflow function on the transition to the frozen status to ensure the checklist is synchronized with the latest template version. See Freezing Checklists by Status.

Mandatory Items

Example — 4-level hierarchy for allMandatory:

Icon Customization

Example — custom Font Awesome icons:
Choose icons from the Font Awesome v5 free gallery. Use the class names shown on the icon detail page (e.g., fas fa-check-circle for a solid check circle). See Custom Icons for a step-by-step guide.

Type Change Reset

Example:
When a work item type is changed and the checklist field listed here contains data, the checklist is automatically reset to the template configured for the new type. See Reset on Work Item Type Change.

Summary Field

The summary field contains a text representation of the checklist state and enables Lucene full-text search on checklist content.

System Properties

If multiple Polarion extensions use save hooks simultaneously, EHCache conflicts may occur. Setting nextedy.checklist.disable.hook disables the Checklist save hook. This removes summary field updates and type change reset functionality but preserves all other Checklist features. See Troubleshooting.

Baseline Properties

Baseline property names are resolved through the document context. Consult your project configuration for the exact property keys used in your environment.

See Also

Last modified on July 10, 2026