A Custom List allows you to configure your own lists, similar to creating an option set in a form. You can either manually add your own options or you can upload a CSV.
The benefit of adding a list is that it can be added to any form. If the list needs to be changed, that change only needs to be made once, and the forms will automatically update to use the new list.
View the Create a Dynamic List article for information on how to call external services using an API.
Instructions
Navigate to Advanced Tools, then select Lists
Click Add List (plus-sign icon) in the bottom-right corner of the screen
On the Custom tab, add a Label
Note:
This is the name the user building the form will see when they add it to a form so we recommend keeping this short but descriptive.
Select the environment you wish to add the list to
Click Upload CSV to import a file or click Add Option as many times as needed to manually add options to the list
Note:
View an example CSV file.
Add or edit the label for an option in the Label field
The Value field will automatically populate, but you can click the value of an option to update it if desired
In the style column, click the color picker to select a color for an option or click the camera icon to upload an image that will be displayed for the option
Click and hold the order handle (horizontal-lines icon) to the left of an option to drag and drop it into the desired order
Click Delete Option (black trash-can icon) to the right of an option to remove it from the list
If needed, toggle on Show Always Display Options and check the options that should always display in the list
Note:
Enabling this option will add an "Always Display" column to the list. Checking "Always Display" for an associated option will ensure that the option is always visible to the user and cannot be filtered out by user input.
If applicable, select Copy to Environment to copy the list to another environment
Click Save
You can now add the list to a form
