Dynamic Checklists
Dynamic checklists allow administrators to create their own pass/fail checklists similar to the CSR Eligibility block. Administrators can select any fields from the matter module to be part of the checklist. Depending on the value of those fields, the checklist can then set a boolean field to Yes (if the field values match the conditions defined by the administrator) or No (if the field values do not match the conditions defined by the user).
Dynamic checklists can be used to represent conditions like program eligibility or whether all of the necessary steps to close a case have been performed.