Manual:Extension/BlueSpiceChecklist

BlueSpiceChecklist allows inserting checklists and checkboxes for to-do lists with responsibilities and status settings.

What is Checklist?

Magic word "checklist"

Checklist gives you the ability to create checklists and checkboxes for to-do lists or task lists with responsibilities and status queries.

Background

Checklist inserts wiki code elements which, depending on the mode chosen, appear as check or combo boxes.

Where to find Checklist?

Checklist is a page editor menu item.

In the WYSIWYG Editor:

CheckList Functions

The checklist dropdown inserts:

• Recently used lists.
• Single checkbox elements.
• Newly created lists.

Multiple checkboxes and/or checklists can be inserted into an article.

Create Checkboxes

Insert Checkbox : A checkbox is a single checkbox element. You insert a checkbox by clicking the Menu Icon or the 'Checklist elements' dropdown item. Ticking the checkbox in view mode alternates the checkbox hook between false and checked and updates the article's version history, edit mode doesn't update the history. Wikicode: The Code Editor (i.e. not the WYSIWYG Editor) edits checklist tags. i.e. the value="" unchecked states table below or the color hex codes further below. Clicking the inserts only. You need to add the Prepare Mail identifier.

                        <bs:checklist value="checked" /> Prepare Mail
<bs:checklist value="false" /> Book Hotel

                    

Creating Lists

Screenshot : Prepare article list in seperate template

Prepare Checklist : In order to insert a checklist in an article, you must first create a checklist template that contains the necessary check list elements. This is done by creating a new article in the Template namespace. For example create a new article named 'Template:Status'. Then in the Code Editor (i.e. not the WYSIWYG Editor) ad the check list items as exampled above, as a list. Save the Template and remember the Template's name as you need to add this name to Insert list dialogue below. Assign colors : To facilitate visibility, you can assign list element colors. This is done by entering the pipe symbol ( straight line ) after the item identifier followed by a HEX color code.

* Prepare Mail| #FF9900 * Book Hotel| #00FF00

Assign colors

To support element status visibility color codes can be linked to the list elements. This is done by adding the pipe symbol (straight line) after the list element name followed by the HEX color Code.

Typical colors;

Colour	Name	HEX-Code
	black	#000000
	grey	#888888
	red	#FF0000
	orange	#FF8800
	green	#00FF00
	blue	#0000FF
	magenta	#FF00FF

Screenshot Checklist WYSIWYG

Insert checklist : The WYSIWYG Editor checklist dropdown arrow enables you to insert checklists into your articles. You simply click a previously used template or as in this case add a new checklist. To insert a new checklist, select the Insert list item in the dropdown. Then in the popup click on the + sign to add a new template. You must now enter the exact template title created above. Clicking " Ok " inserts the template's checklist items into your current article.

Example of Checklist being used for employee and status allocations.

As and example, you can add in multiple table row lists to show a tasks status of tasks , this might look like this.

Authorisation

• Anyone who has write permissions can use the Checklist tag.
• Anyone who has the checklistmodify permission can modify a checklist.

Designation	Description	Standard group
checklistmodify	Allows you to change a checklist item	user

CheckList-Tag Paramaters

You can off course also use Wikicode to insert check boxes and checklists. A Checklist-Tag creates a single form field, which depending on the mode is a checkbox or select box. It has the following parameters:

Name	Description	Type / Value range	Default value
type	Modus: If the checklist item as a list or as	check, list	check
value	Current value	str	-
list	Contains the name of the page in the MediaWiki namespace of the list entries. Mandatory when type is 'list'	str	-
id	Optional indication of ID that can be used to identify the items	str	-

Classic MediaWiki

Classic MediaWiki does not provide checklist functionality.

See also

Our reference page.

It is easy to insert simple checklists into any wiki page. When a wiki page has a checklist, any user with checklistmodify rights can update the checklist values without switching into edit mode. These are by default users in the role editor, author, maintenanceadmin and bot.

Note: If a user with read permissions changes the value of a checkbox or drop-down list, the value will not be saved. Refreshing the page will show the last value that has been saved before.

To create a checklist item:

• Click Insert > More > Magic word in the visual editor.
  

  The visual editor
  
  
• Click checklist in the dialog window.
  
  

  Magic word checklist
• Click Done. Another dialog window appears.
  

  Dialog window for checklists

Now select the tab to select your checklist type:

• Checkbox: creates an individual checkbox.
• List: creates a drop-down menu.

A page can contain multiple checkboxes and lists.

Creating a checkbox

1. Toggle the switch in the dialog window on the checkbox tab to create an unselected checkbox. When this toggle is blue, the checkbox is pre-selected.
2. Select insert. The checkbox is now visible on the page. Write the text for a label or for an instruction next to the checkbox

After the page has been saved, all users can activate and deactivate the checkbox.

Creating a drop-down list

Selecting a checklist template

1. Select an existing option list in the List tab.
2. Under Selected option, choose the default value.
3. Click Done.

After saving the page, all users can change the selected list value in read mode.

Defining an option list

Before a combobox can be created, a template for the list items needs to be available. For example, to create a list of pizzas, you need to create a page Template:Pizza with the following content:

                
* Choose pizza
* Margherita
* Prosciutto
* Salami
* Fungi|#00FF00
* Hawaii
* Gamberetti|#0000FF
* Diavolo
* Siziliana|#0000FF
* Quattro Formaggi|#00FF00

            

After saving this page, the list "Pizza" appears in the select menu Option list.

Colors can be assigned to each option using the color's HEX code. The color value #00FF00 shows green text.

                * Quattro Formaggi|#00FF00
            

Without specifying the color, text inherits the text color of the wiki page.

Checklist examples (checkbox and select menu)

Adding checklists in source editing mode

Checklists can also be added to a page using wikitext. The syntax for adding the tag is:

Checkbox:

                    <bs:checklist type="check" checked="true" />

                

The value of the paramter checked can be true or false, depending on whether the checkbox should initially be selected (true) or deselected (false). List:

                    <bs:checklist type="list" list="Template:Pizza" value="Choose pizza" />

                

The parameter list defines the template page that contains the list, value defines the initial selection.

Once a checklist tag has been saved on a page, users can change its value in read mode.

Configuration

The following configuration can be changed in the Config manager:

• Mark checklist changes as minor edit: If this setting is active, changes to a checklist (for example, checking a checkbox) in view mode are logged as minor edits. If this setting is inactive, a change to the checklist is recorded as a regular version in the page history.
  
  

  minor edit

Related info

• Reference:BlueSpiceChecklist