Lists

Lists allow you to populate autocomplete, select, radio, or checkbox form elements with a re-useable list of options.

Lists function the same as Dynamic Lists however they do not require an API to be created and instead can be created in the platform.

TABLE OF CONTENTS

• Custom
• Freshdesk Fields
• Lists Menu
  • List CSV example
• Always Display Option
• Dynamic List
• List Images
• SharePoint List Column

Custom

Custom Lists can be created directly in the form for any radio button, checkbox, select, autocomplete or checklist elements. This requires you to add a label and a value. Optionally you can also add a colour or image when the options are displayed as buttons (checkbox, radio button only). 

When Custom Lists are added in this way they can be duplicated to other elements.

Freshdesk Fields

Instead of entering your own list of options, you can also pull options from your Freshdesk integration. 

For more information on that check out the Freshdesk Integration article. 

Lists Menu

To create a predefined list of options open the Advanced Tools > Lists. 

When creating a list you can either manually add your own options or you can upload a CSV. The benefit of adding a list to the Lists menu is that if the list is updated all forms using that list will automatically updated to include any new changes. 

To copy a list to another environment, you can use the "copy to environment" button. This will display a checklist of all other environments. Simply select the environments you want to copy the list to and click copy.

If a list is used in a Private form then the list will only be accessible by authenticated app users. If the list is used in a Public form then it can be accessed by any form or app user without requiring authentication. You can see if a form is Private or Public by viewing the icon in the bottom right of the List card. 

List CSV example

You can find the CSV attached to this article. After uploading the CSV, you can also add images to that list.

When uploading the CSV file, ensure that the first two columns are labelled "label" and "value" respectively, as displayed in the example below.

Always Display Option

For Autocomplete elements, if you want to ensure there is always an option visible despite what the users type into the input use the Show "Always Display" option. This will enable an additional configuration for your options, allowing you to configure what should always be displayed. 

Dynamic List

If you want to pull your list of options from an external source of truth please check out the Dynamic List article. 

List Images

When displaying a list as buttons, users have the option to upload an image to a list, this appears as a camera icon next to the colour selector:

This feature allows them to crop and resize the image before uploading, ensuring it appears as a thumbnail when they use the form.

SharePoint List Column

If you are using a SharePoint integration, capturing form data in a SharePoint List and want to allow the form user to populate a SharePoint list Choice column, then you can use the SharePoint List Column integration. 

To do this, configure the SharePoint Site, SharePoint List and select the SharePoint choice Column you would like users to be able to select. From here, you can also test the integration to ensure the correct list items are coming through by clicking the text button in the SharePoint Column input.

Once the SharePoint list is configured then it will function the same as any other list. You can assign it to user-select elements in the form and then even map that form element to your choice column in the SharePoint: Create List Item workflow event. 

To learn more about the SharePoint Integration: SharePoint Article

Get Help

If you have any questions or would like assistance with setting up your lists, please contact us via this support portal or email support@oneblink.io. We are happy to assist in any way we can.