Browse Snap-ins
golive-checklist-form
Go Live Checklist Form
by DevRev
Categories
Automation
Customer Support
Support
  • Stage Transition Gating (Account) — Blocks account status changes (e.g. Onboarding → Go-Live Review) until all validation checks pass; auto-reverts if checks fail

  • Stage Transition Gating (Implementation) — Blocks implementation stage changes (e.g. UAT → Go-live Review) with the same validation and revert logic

  • Open Ticket Validation — Checks all tickets linked to an implementation and blocks Go-Live if any are still open

  • Account-Level Ticket Rules — Configurable rules to require tickets of specific severity (e.g. blocker, high) or subtype (e.g. implementation) on the account to be closed before Go-Live

  • Implementation Stage Compliance — Validates that all linked implementations are in a required stage before the account can transition

  • Checklist Sync to Custom Object — Form answers are saved directly to implementation custom fields (supports text, bool, and uenum/dropdown types)