Checklist Snippets

[christianbraeunlich]

Onboarding is one of the most important topics when it comes to get your customers into a productivity state within a few minutes. A checklist might help a lot: https://docs.microsoft.com/en-us/dynamics365/business-central/dev-itpro/administration/onboarding-checklist

Been copying the codeunit 1997 "Checklist Events" a lot.

Let me know what you think and what can be improved 🦦

[waldo1001]

Love it!

[sorenfriisalexandersen]

@christianbraeunlich Love it as well. This is focusing on the checklist, and it would be great to also have snippets that shows how to insert into Guided Experience Item which is the foundation for the checklist. In many cases an ISV probably only adds Guided Experience Items and VARs (and customers) add Checklist items, either through code or the Checklist Administration page.

Priority wise, it's important to know:

• To make sure to register all relevant objects in Guided Experience Item with the Guided Experience codeunit
• To make sure to specify which of those objects is the primary setup object, so it will automatically run after installation
• To make sure all texts are great for those objects, so they present themselves nicely to the checklist, if anyone wants to insert them.

Then, checklist insertion begins. Either within the same app, or from another app. For example, I may be a consultant and have built a small app that just creates a checklists from setup objects provided by various ISV apps.

Thanks a lot for helping spread the word about app onboarding!