Launch checklist
Module · Stable
Launch a checklist template (a bundle of checklists) onto a record.
Materialise a reusable checklist template bundle as live checklists on a record. template is a template_id or active key; record_type + record_id name the target (which must allow checklists). Optional anchor (ISO) sets the date due-offsets count from (defaults to now); optional party_map (role -> [party_type, party_id]) resolves responsible parties. Every launched check is stamped proposed_by=‘template’. Returns the created checklist_ids and their count. Instance creation only — it never edits a template definition.
When to use
Section titled “When to use”Use immediately after a record is created — for example after Create Deal or Create Task supplies a record_id — to attach a standard checklist bundle. The output checklist_ids flow into Satisfy check, Waive check, or Checklist status steps that act on the newly-created checks.
When not to use
Section titled “When not to use”If the record already has checklists and you only need to read their state, use Checklist status instead. To act on individual checks (tick, waive, reset), use Satisfy check, Waive check, or Reopen check — those operate on existing check instances, not on templates.
Inputs
Section titled “Inputs”Configured per use: template, record_type, record_id, anchor, party_map.
Outputs
Section titled “Outputs”Auto-generated from the skill registry (load_skills()). Do not edit by hand.