Checklist formula Real Life examples?

[crmclients]

Using cloud version

Documentation has Checklist field¶

• Option 1: {{checkboxTag fieldName option='Option 1' color='blue'}}
• Option 2: {{checkboxTag fieldName option='Option 2' color='blue'}}
• Option 3: {{checkboxTag fieldName option='Option 3' color='blue'}}

Does anyone know in what scenario you would do this, have everything be "blue"?
Is this only for changing colors and printing on PDF?
I cannot find any examples of how this is used in the forum except for PDF and to use array instead...

Does it seem like a real example would be

• Option 1: {{checkboxTag fieldName option='West' color='blue'}}
• Option 2: {{checkboxTag fieldName option='East' color='red'}}
• Option 3: {{checkboxTag fieldName option='North' color='green'}}

I just not sure what to do with "Option 1:" in front of the statement

I maybe could figure it out if I had and real life example. My intention was to setup a scoring panel. I thought checklist might work but maybe there is a better way?

Something like,

if you check Title and Industry your score is 62, if just Meeting your score is 17...

I had

• ifThen(checkboxTag cCklist2 option='Title', cLeadScore + 62);
• ifThen(checkboxTag cCklist2 option='Industry', cLeadScore + 88);

... but the math doesn't seem to follow the option/ checkbox selected, unchecking re-saving, etc.

I need a running total if 2 options are checked and I was zeroing out to start but I don't seem to be able to isolate the value assigned to the options, maybe that's at the front of the formula?

• Option 1: {{checkboxTag fieldName option='West' color='blue'}}

So I can say Option 1 + Option 2 + Option 3 + Option 4 ... = cLeadScore

So no matter what is checked, it adds each time. Is this the way to do it?

[lazovic]

Hi crmclients,

In the PDF template, calculations are not made; they are made at the formula script level (in Administration > Entity Manager > the entity you need > Formula). In the PDF template, you can basically check conditions with existing values: https://docs.espocrm.com/user-guide/...ition-checking.

[crmclients]

Sorry I don't want to use the PDF template at all, I was trying figure out if I had to