Skip to main content
Skip table of contents

Checklists management

Checklists let you visualize a set of fields, such as device properties, custom fields, and the output of remote actions within Device View and Amplify.

Checklist visualization provides quick insights on critical parameters for analyzing issues related to the health and performance of a device. They save valuable time by displaying frequently referenced properties on a single screen. Associated action and documentation added to the checklist property help users navigate the checklist in the Device view.

Required permissions for checklists

Checklists are available in Device View and in Amplify only if your user role has the View all checklists permission enabled. Refer to the Roles documentation for more information.

If you do not have the View all checklists permission but have specific checklists associated with your role, you only see those.

Nexthink displays rating indicators in the checklists only on the properties for which a rating has been configured. Refer to the Ratings management documentation for more information.

Using checklists

Checklists are available in Device View under the Checklists tab and in Amplify if your user profile has the View all checklists permission enabled. Refer to the Roles documentation for more information.

If you do not have the View all checklists permission but have specific checklists mapped to your role, you will see only the mapped checklists.

Nexthink displays rating indicators in the checklists only on the properties for which a rating has been configured. Refer to the Ratings management documentation for more information.

To view the documentation and remote actions of a property, click on the property name. If remote actions are available, click on the action menu next to the name and select Execute remote action to trigger it on the device.

Even though the administrator might have mapped multiple remote actions to the property, users only see those that they have permission to execute and those enabled for manual execution.

Creating a new checklist

You can create checklists in the Nexthink web interface if you have the Manage all checklists permission enabled on your profile.

You can map associated remote actions to the checklist properties if you have Execute all remote actions permission enabled in your role. Refer to the Roles documentation for more information.

Accessing the checklists

  1. Select Administration from the main menu.

  2. Click on Checklists in the Content Management section of the navigation panel.

Accessing checklists in the Nexthink web interface

Creating checklists

  1. Click on the New checklist button in the top-right corner of the Checklist page.

  2. Fill out the fields on the checklist configuration page:

    • You may select a specific OS by using the Platform selection dropdown to limit the visibility of checklists depending on the OS of the device in question.

    • Enter the Name and Description.

Checklist OS Platform Selection Dropdown

Adding properties

  1. Click the Add properties button to select the fields to be added to the checklist.

  2. Filter the checklist properties grouped by the type using the drop-down menu or enter a specific property name into the search box.

  3. Review the list of checklist properties and select up to 25 properties you would like to include in the checklist.

  4. Click the Done button, to add properties to the checklists.

Note that you can select a maximum of 15 properties under the Custom field category. All the custom fields created on the Nexthink web interface will be visible on the checklist configuration page. Refer to the Custom fields management documentation for more information.

Properties popup in Checklist Edit page.

Once you've added the properties, you can:

  • Click and drag the property item, to custom sort the properties in the checklist. 

  • Click the cancel icon, to remove the property from the checklist.

Property removal from Checklist.

Grouping properties

You can group property items in a checklist, to add a group:

  1. Click the Add group button, and enter the name of the group.

  2. Click Add properties under group.

After adding a group, you can:

  • Click the up or down arrows next to the group name to reorder the groups.

  • Delete a group and remove all the associated properties of the group from the checklist. 

Property groups for Checklists.

Adding property details and associated remote actions

  1. Click over a property item to reveal in the right-side panel the Associated actions, Display name and Documentation fields.

  2. Type in the Associated actions field to choose the remote actions your users see in the checklist.

  3. Add a custom Display name to show:

    • An understandable name of the property in Amplify and Device View for all users.

    • A readable name of the property in Amplify and Device View that better fits the UI.

  4. In the Documentation field, add custom text and links for the property.

    • The documentation can contain up to 1000 characters, including special characters and formatting characters.

    • To format the text, use the below syntax

      • To highlight the content in bold, prefix the text with # followed by space

      • To add bullets, prefix the text with - followed by space

      • To add a hyperlink, add round brackets to the text that should be visible to the reader and add square brackets to the link: (reference-text)[reference-link]. Prefix all links with http:// or https://.

  5. Save the associated actions, display name and documentation for the properties. 

ChecklistsManagement-1707387970.png

Relevant considerations when adding property details:

  • The Documentation field is compatible with markdown. You can use an external markdown editor to copy and paste the markdown-formatted content into the documentation section. The Nexthink web interface displays the supported formatted content within the checklist container.

  • Property details are checklist-specific. Therefore, you can save different associated actions, display name and documentation of the same property on a different checklist.

  • If you unselect a property with associated actions, display name and documentation from the checklist and save the checklist, the content of the property is still saved at a checklist level.

  • If you delete a particular custom field or remote action that functions as a checklist property, the associated action, display name and documentation are automatically deleted.

  • If you delete a checklist that contains properties with associated actions, display name and documentation, these property details are also deleted.

Managing checklists

The checklists administration page displays the list of checklists Imported from the Nexthink library, checklists copied from the library, and custom checklists.

  1. Hover over a checklist to reveal the action menu on the right side of the list.

  2. Select either Share, Edit, Edit tags, Export, or Delete.

Checklists - 1704458807 (1).png

Tagging checklists

Tagging allows you to add tags to your checklists, which can be used to filter and suggest checklists based on your specific requirements.

Checklists - 1704462358.png
  1. Select Edit tags from the action menu of the checklist.

  2. Type in a new tag or choose an existing one to add it to the checklist.

  3. Click the action menu from the tag to remove or change the tag color.

Checklists - 1704463370.png

Sharing checklist permissions

  1. Select Share from the action menu of the checklist.

  2. Add the profile you wish to share the checklist with.

  3. Select View checklist from the Select permissions drop-down menu.

  4. Click Grant permissions to grant the selected profile permissions for the checklist.

Share checklist

In the Share dashboard modal, find a list of profiles that the dashboard is shared with. To remove permissions for a specific profile:

  • Hover over the permissions column of a profile to reveal the action menu.

  • Click Remove all permissions.

Exporting checklists

Export any checklist created using the Nexthink web interface to a JSON file. You can then use it to import the checklist into another Nexthink instance.

  1. Select Export from the action menu of the checklist.

  2. Find the JSON file in the downloads folder of your browser.

Importing checklists

Use a JSON file format to import a checklist into the Nexthink platform.

  1. Click on the Import button in the top-right corner of the checklists administration page.

  2. Navigate to the JSON file on your system and click open.

The imported checklist appears on the checklists administration page.

When you import checklists from another Nexthink cloud instance, make sure that the remote actions, custom fields and ratings are imported first so that the system can match their properties correctly with the imported checklist.

Permissions

Checklists are available in Device View and in Amplify only if your user role has the View all checklists permission enabled. Refer to the Roles documentation for more information.

If you do not have the View all checklists permission but have specific checklists associated with your role, you only see those.

Nexthink displays rating indicators in the checklists only on the properties for which a rating has been configured. Refer to the Ratings management documentation for more information.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.