> For the complete documentation index, see [llms.txt](https://docs.notionapps.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.notionapps.com/guides/create-related-checklist-from-workflow.md).

# Create Related Checklist from Workflow

Use the guided **Create related records** workflow step to spawn a photo or document checklist when a parent record reaches a status — for example six inspection photo slots when a job is Scheduled.

{% hint style="info" %}
**Shipped 9 Aug 2026**\
Part of guided Automation in the [9 Aug 2026 Release](https://docs.notionapps.com/release-notes/9-aug-2026-release).
{% endhint %}

## When to use this

* Field jobs need a fixed set of photo slots after assignment.
* Onboarding needs a standard document checklist per client.
* You previously chained many Create record steps and want one guided step.

## Prerequisites

* Parent sheet (Jobs, Requests, …) related to a child checklist sheet.
* Status options that mark when the checklist should appear.
* Workflow Foundation entitlement.

## Steps

1. Open Workflow Foundation → create or edit the workflow that runs when status becomes **Scheduled** (or your trigger status).
2. Add **Create related records** (or start from the **Create photo checklist** recipe).
3. Choose the parent → child relation and the template rows (slot names / required flags).
4. Optionally publish a Task or Decision so supervisors see progress in Work Queue.
5. Publish the app and move a test parent record to the trigger status.
6. Confirm child rows appear and field users can complete them from their list/form.

## Tips

* Prefer **Create related records** over N separate Create record steps.
* Keep slot names stable so e2e and field training stay consistent.
* Pair with [Work Queue Screen](https://docs.notionapps.com/customize-app/types-of-screens/native-automation-and-operational-screen-guides/work-queue-screen) when humans must claim follow-up.

## Related

* [NotionApps Workflow How-To Guide](https://docs.notionapps.com/automation/notionapps-workflow-how-to-guide)
* [Client Review Hub in 15 Minutes](https://docs.notionapps.com/guides/client-review-hub-in-15-minutes)