24Checklist Spring '26 Release

In most cases, checklist results are generated when the record page is first loaded. It is however possible to create checklist results upon a trigger.

The behaviour is determined by the Generate setting in the checklist definition. When it is set to When Triggered, checklist results can be created based on the Apex Method Generate Triggered CheckResults, apex-sfy24__GenerateTriggeredCheckResultsService that takes the recordId as an input.

There are several interesting use cases for this new functionality:

• The triggered checklists are a more flexible alternative to filter rules to determine when checklists are shown on a record page.

• When you have a lot of checklists, it may be better to generate the checklist results at the time the records are created rather than when the record pages get first loaded. It will save considerable time in page loading.