Skip to Content
Technical Articles
Author's profile photo Mangesh Gersappa

Create Checklists in SAP FSM from PDF

Checklists are commonly used by Service Technicians to carry out activities and record it so as to ensure that no step is forgotten or skipped. It is also used to make sure that tasks are done in an established order. The checklists can be designed such that it would ensure completeness and consistency while reducing errors in carrying out a task.

Using SAP FSM, the Service Technician can execute the checklist in the hand-held device in the same way as it is used in paper format.

There are two ways to create templates for checklists in SAP FSM:

  1. Use the PDF file to create checklist
  2. Import the compatible checklist file in zip format.

In this blog, we will be discussing the first option, that is, to create checklist from a pdf file.

Suppose the Service Technician is using a paper-format checklist, shown below, to perform the operation / task.

The same checklist can be made available to the Service Technician in hand-held device.

The pre-requisite to convert this paper format checklist to a PDF file (either by scanning or by any other means). In SAP FSM, navigate to ‘Smartforms and Feedback’ section.

Click on the plus icon to create a new template. Select the category under which the template is to be saved.

Select the pdf file.

Click on ‘Create’. Navigate to ‘Report’ tab. Select the appropriate elements from options available at right-hand side and super-impose on the relevant fields of the checklist.

For instance, superimpose the ‘Checkbox’ element on the relevant fields:

Default values can also be set for the selected elements by double-clicking on it. For instance, if a checkbox is to be unchecked as default, the same option can be set as shown below:

There are options in ‘Advanced Settings’ for the elements which can be chosen as per the business requirement

Under ‘Report View Settings’, the color of the superimposed element and the font which goes in it can be configured.

Once completed, the template would look like below:

Now release the template. Check the appearance of checklist in hand-held device.

The Technician can now maintain the Checklist and Submit it.

Once the checklist is submitted, it appears as attachment in the business object (Service Call). It appears in PDF format as shown below:


Checklist is a vital functionality for Service Technician which he can make use of on his hand-held device. The above scenario holds good for checklists which are created in SAP FSM. There could be requirements where-in in an integrated landscape, the checklists are to be created in the leading system like ERP and then has to be replicated to SAP FSM. These requirements can be tricky and challenging to realize. SAP has provided BAdI’s which could be used for this purpose as it would involve custom development.



Assigned Tags

      You must be Logged on to comment or reply to a post.
      Author's profile photo Shrikant Panda
      Shrikant Panda

      Nice Blog which depicts the usage of checklists in FSM.

      Author's profile photo Ketan Patil
      Ketan Patil

      Nice Blog! Thanks Mangesh

      Author's profile photo Daniel Seibel
      Daniel Seibel

      Nice Blog! However, when completing a checklist report, the pdf is not attached to the service call.. Any hints where to look for?

      Author's profile photo parul grover
      parul grover

      Nice blog! Very helpful.

      Author's profile photo savitha kannan
      savitha kannan

      Hi sir,

      Good morning.

      Is there any possibility we can develop multiple parameters in a report in Jaspersoft for analytics and reporting??


      Thanks in Advance


      Author's profile photo Rafal S
      Rafal S

      Has this option been removed?

      Unfortunately I cannot see the button to upload .pdf.

      Author's profile photo Francesco Catalano
      Francesco Catalano

      I have the same problem. Did u find a solution?

      Author's profile photo Rafal S
      Rafal S

      Unfortunately no.

      The creation UI page looks totally different.

      Author's profile photo Francesco Catalano
      Francesco Catalano

      Hi Rafal,

      i found a solution by myself.

      In the UI page i had only the option to import .zip file and i wasn't able to import pdf.

      So, if u have the same problem, go to workforce management page, click on

      • settings and configurations
        • Smartforms and Feedback

      Check the third option -> Enable report view function

      Go back to the smartform and feedback templates/instance page and you can find the option to upload the pdf.

      If you don't see this option try to give full permission to the admin user group and repeat the procedure i wrote above.

      It worked for me, hope it works for you too.

      Author's profile photo Rafal S
      Rafal S

      Hi Francesco,

      You are a star! Thank you for replying, it actually worked.

      Author's profile photo Francesco Catalano
      Francesco Catalano

      You're welcome.

      Glad it worked.