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Fixes #1331 - Document adding checklist templates via trigger, macro and scheduler - #1340

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@ralf401 ralf401 commented Oct 12, 2026

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Add a section to the checklist page which documents the new perform action, the "Has checklist" condition and the behavior on tickets which already have a checklist. Link the action from the trigger, macro and scheduler pages, and point the webhook example at the native action.

…and scheduler

Add a section to the checklist page which documents the new perform action,
the "Has checklist" condition and the behavior on tickets which already have
a checklist. Link the action from the trigger, macro and scheduler pages, and
point the webhook example at the native action.

Verified against zammad develop (1c50c06a36, 8908ea6813, not in any tag yet):

- Action group "Checklists" with "Add checklist template":
  _ui_element/_application_action.coffee:67-69,84-85
- Offered by trigger, macro and scheduler jobs:
  models/trigger.coffee:10, models/macro.coffee:7, models/job.coffee:10
- Scheduler jobs offer it for the Ticket object only
  (_ui_element/object_perform_action.coffee:34-39 plus the group filter
  which drops groups outside their model_show list)
- Template selection field: views/generic/ticket_perform_action/checklist.jst.eco:3
- Appends to an existing checklist, keeping its name and items:
  models/checklist.rb:135-157
- Limit of 100 items per checklist, checked before anything is written:
  models/checklist/item.rb:109-112, models/checklist.rb:159-164
- "Has checklist" condition for triggers and scheduler jobs:
  _ui_element/_application_selector.coffee:185-189,
  _ui_element/object_selector.coffee:213-217, lib/selector/sql.rb:343-348
  (EXISTS on checklist_items, so an empty checklist matches no). Gated on
  executionTime, which only trigger.coffee:9 and job.coffee:9 set, so it is
  not offered in overviews. Its operator list holds a single entry, so the
  selector hides the operator picker (toggleOperatorPicker,
  _ui_element/_application_selector.coffee:455-457, 505) and the table row
  documents no operator with yes/no as the only values
  (tests/qunit/form_object_selector.js:439-470).
- Skip reasons: models/ticket/perform_changes/action/checklist_add_from_template.rb:10-20,30
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@ralf401
ralf401 merged commit 80bd2b8 into pre-release Oct 12, 2026
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@ralf401
ralf401 deleted the rsc/fixes/1331 branch October 12, 2026 09:49
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Document adding checklist templates via trigger, marcros and scheduler jobs

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