Building Checklists

There are a variety of ways to do this.  

One method is to create a table of inspection checklist items, where there are two fields. One field will be the machine name, and the other will be the inspection item.

You can create a Pipeline line that is triggered "on new event" when the machine parent record's multiple-choice machine name has changed.

After the Trigger step in the pipeline, the next step will be to search that table of inspection items with a filter that the machine type of the inspection items and matches the machine type in the trigger record step.

Then a For Each loop to add an inspection checklist record to the machine Parent record.  Be sure to populate the field for Related Machine, (the parent record from the trigger step) or else you will create floating orphan checklist items!) 

Feel free to post back if you have a problem with the Pipeline.

There is also another method which would give a slightly better user experience by more instantly populating the checklist, but it's a bit more complicated to set up, and you may find that this is quick enough for your users.  They will need to refresh the page to see the results of the pipeline's run. 

I am trying to build a checklist that is as user-friendly as possible, so I was hoping to get it all to appear in the same form without having to refresh. I actually managed to do this I believe, where I made each machine its own section, and each question was a separate field that appeared and was required upon selecting that machine.

My next question with that is whether it is possible to once a specific machine's checklist is completed, to save the results in a table for that specific machine and with no concern for the other machines that are possible selections. Ideally I would want a chart on the dashboard that shows whether each machine's checklist was completed that day, and if there are any outstanding ones. Any thoughts? Thank you.