Checklists management
Checklists let you visualize fields, such as device properties, custom fields and the output of remote actions within Device View and Amplify.
Checklist visualization provides quick insights into critical parameters for analyzing issues related to the health and performance of a device.
Granting permissions for checklists
Select Administration > Roles in the main menu to configure the role permission settings required by checklists.
Select the following permissions under the Diagnostics drop-down:
View all checklists allows specific user roles to see all the checklists available in Device View and Amplify.
Even if users do not have the View all checklists permission, they can still see specific checklists associated with their role.
Select Specific checklists added to this role to granularly manage or revoke permissions for specific custom checklists.
Manage all checklist allows specific user roles to create, edit, delete and share all checklists.
If associated actions, such as workflows, are available in the checklist, users only see the actions they have permission to execute manually.
Refer to the Checklists documentation to learn how to run associated actions from checklists in Device View.
Nexthink displays rating indicators only for checklist properties where a rating has been configured.
Types of Checklists
From the Administration > Checklists page, Nexthink lists all available checklists. View the checklist Origin:
Checklists Installed from library: a set of preconfigured checklists that you can manually install from Nexthink Library.
Checklists Copied from library: checklists that you can copy from the Nexthink Library module. Modify the copied checklists to fit your needs.
Refer to the Nexthink Library documentation for more information.
Custom checklists: checklists created from scratch that are specific to your organization, user roles and relevant to target devices.
Jump to the Managing checklists section to Edit, Edit tags, Share, Export, or Delete existing checklists.
Creating checklists
Your user role must have proper permissions to create checklists.
To create checklists, from the Administration > Checklists page:
Click on the New checklist button in the top-right corner of the Checklist configuration page.
Fill out the fields on the Checklist configuration page:
You may select a specific OS by using the Platform selection drop-down to limit the visibility of checklists depending on the OS of the investigated device.
Enter a Name and Description.
Additionally, you can import a JSON file to create a Custom checklist.
Adding properties to a checklist
To add properties to a checklist, from the Checklist configuration page:
Add properties by selecting the fields to add to the checklist.
Filter the checklist properties using the drop-down menu, or enter a specific property name into the search box.
Click Done to add the selected properties to the checklist.
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.
Add up to 35 properties per checklist, including a maximum of 20 Custom field properties defined by Computed custom fields.
Refer to the Nexthink Infinity thresholds and limits overview documentation for more information.
Formatting data for checklist properties added from custom fields
Adding checklist properties from custom fields defined by an NQL query that contains the as() function—for example poor_quality_ratio.as( format = percent ) —allows the system to display checklist property values with units in the following data formats:
percentcurrencyenergybitrateweight
Refer to the NQL as() documentation to learn how to format data in NQL queries.
Grouping checklist properties
To group property items in a checklist, from the Checklist configuration page:
Click the Add group button, and enter the name of the group.
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 associated properties of the group from the checklist.
Adding property details and associated actions
After adding properties to a checklist, add the following property details:
Click over a property item to reveal the Associated actions, Display name and Documentation fields in the right-side panel.
Use the Associated actions field to indicate which remote actions or workflows users can see in the checklist.
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.
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 following syntax:
To highlight the content in bold, prefix the text with # followed by a space.
To add bullets, prefix the text with - followed by a 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 withhttp://orhttps://.
Save the associated actions, display name and documentation for the properties.
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—you can save different associated actions, the display name and documentation of the same property on a different checklist.
If you deselect 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 the 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
To manage checklists, from the Administration > Checklists page:
Hover over a checklist to reveal the action menu on the right side of the list.
You can Edit, Edit tags, Share, Export, or Delete.
Tagging checklists
Adding tags helps users filter and suggest checklists based on specific requirements.
To tag checklists, from the Administration > Checklists page:
Select Edit tags from the action menu of a checklist to open the Tags pop-up.
Type in a new tag or choose an existing one to add it to the checklist.
Optionally, from the Tags pop-up, click the action menu of the tag to remove or change the tag color.
Sharing checklist permissions
To share checklist permissions, from the Administration > Checklists page:
Select Share from the action menu of the checklist.
Add the profile you wish to share the checklist with.
Select View checklist from the Select permissions drop-down menu.
Click Grant permissions to grant the selected profile permissions for the 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 to a JSON file. Use exported checklists to import them into another Nexthink instance.
To export checklists, from the Administration > Checklists page:
Select Export from the action menu of the checklist.
Find the JSON file in the downloads folder of your browser.
Importing checklists
To import checklists, from the Administration > Checklists page:
Click on the Import button in the top-right corner of the page.
Navigate and Open to the JSON file you wish to import.
The imported checklist appears on the checklists administration page.
When importing checklists from another Nexthink instance, first import the associated actions, custom fields and ratings to ensure correct property matching.
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