Simple vs Decision-Based Checklists
As of SAP enhancement package 1 for SAP CRM 7.0 you can use simple checklists for step-by-step task processing. This function is available for the following business transactions:
- Service request
- Master service request
- Request for change
- Service order
The checklist is included in a Checklist assignment block that contains all related checklist steps. Optionally, a user can display these steps in a graphical process diagram.
The decision-based checklist was introduced with enhancement package 3 for SAP CRM 7.0. This checklist is really a powerful function: While the simple checklist supports your service processes, with the decision-based checklist you are able to determine how you perform these processes.
Is the decision-based checklist the ultimate checklist function? No (not yet), but it is far better than the simple checklist.
Should I always use the decision-based checklist? No, the simple checklist might be more suitable in some cases. The comparison below could help you to decide which type of checklist is the best for each of your service processes.
| Features |
Simple Checklist |
Decision-Based Checklist |
|---|---|---|
| Checklist: | ||
| Checklist Id | 8 Characters | |
| Checklist description | 40 Characters | |
| Automatic determination of checklist | √ | |
| Show all checklist steps | √ | |
| Show active steps only | √ | N/a |
| Show flow diagram | √ | N/a |
| Send workflow task to employee responsible | √ | |
| Features | Simple Checklist | Decision-Based Checklist |
| Assignment of steps to checklist: | ||
| Define step as mandatory or optional | √ | N/a, all steps mandatory |
| Predefined partner function | √ | |
| Automatic determination of person responsible | √ | |
| Assign one next step | √ | √ (Next step is assigned to a trigger) |
| Assign more than one next step (parallel processing) | √ | N/a |
| User can add a step during processing | √ | N/a |
| User can cancel a step during processing | √ | N/a (√, if you add a trigger to skip a step) |
| Assign triggers (decisions) to step | N/a | √ |
| Assign SAP CRM Actions to triggers | N/a | √ |
| Assign links (URLs, logical links) | N/a | √ |
| Features | Simple Checklist | Decison-Based Checklist |
| Steps: | ||
| Checklist step Id | 8 Characters | |
| Checklist step description | 40 Characters | |
| Comment text block | On detail page only | On overview and detail page |
| Additional note text block | On detail page only | On overview and detail page |
| Work instruction | On detail page only | On overview and detail page |
| Step SLA (planned start and end date, etc.) | √ (All steps have the same planned start and end date) | |
| Assign SAP CRM Actions to steps | √ | |
| Assign options to steps | √ | |
| Features | Simple Checklist | Decision-Based Checklist |
| Options: | ||
| Option Id | 8 Characters | |
| Option description | 40 Characters | |
| Features | Simple Checklist | Decision-Based Checklist |
| Triggers: | ||
| Trigger Id | N/a | 15 Characters |
| Trigger Description | N/a | 40 Characters |
| Icon for trigger | N/a | >1200 Icons available |
Note: Comparison of checklist types based on SAP CRM 7.0 EhP 3.
Hi Kai,
Did you say that the Options feature doesn't have any impact on anything in the process? I.e. It's simply for display/read purposes but technically does nothing in the system?
Hi Petros,
Correct, the options feature is for display/read purposes only.
Hi Petros,
Sorry. "Assign SAP CRM Actions to steps" in simple checklist?.
Hello Kai, thanks for a good information on the simple checklists blog. Is there possibility to use / Decision based checklists transaction of CRM transaction on the focus Build Work item check list?