There are three types of lists that can be created:
Custom: 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.
HCMS Categories: Allows you to create a list based on the categories configured in your HCMS integration.
SharePoint List Column: Allows you to map radio buttons to SharePoint list elements by pulling in the option lists from your SharePoint integration.
Salesforce Picklist: Allows you to capture form data in a Salesforce object record when the form user populates an object picklist field for your Salesforce Integration.
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.
Create a Custom List
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
Create an HCMS Categories List
You will first need an active HCMS Integration
Navigate to Advanced Tools, then select Lists
Click Add List (plus-sign icon) in the bottom-right corner of the screen
Select the HCMS Categories tab and add a Label
Select the environment you wish to add the list to
Click Add All Categories to add all categories from your HCMS instance or select individual categories using the Available Categories dropdown
Click a Category name to update its label, if desired
In the Color column, click the color picker to select a color for an 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 the Delete icon (black trash-can icon) to the right of a category 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:
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.
Click Save
You can now add the list to a user-select element (checkbox, radio button, select, or autocomplete) on a form
If you have an HCMS workflow event configured then this will automatically pull in any selected categories and add them to the category of the content being created
Create a SharePoint List Column
You will first need an active SharePoint Integration
Navigate to Advanced Tools, then select Lists
Click Add List (plus-sign icon) in the bottom-right corner of the screen
Select the SharePoint List Column tab and add a Label
Select the environment you wish to add the list to
Fill out the SharePoint fields:
SharePoint Site: Select the SharePoint site you would like to use for the list
SharePoint List: Select the applicable list
SharePoint Column: Choose the column you wish to populate the list with. Click the arrow to make sure the list is pulling in all of the available options.
Click Save
You can now add the list to a form
The list can also now be selected under the SharePoint: Create List Item Submission Event
Create a Salesforce Picklist
You will first need an active Salesforce Integration
Navigate to Advanced Tools, then select Lists
Click Add List (plus-sign icon) in the bottom-right corner of the screen
Select the Salesforce Picklist tab and add a Label
Select the environment you wish to add the list to
Fill out the Salesforce fields:
Salesforce Object: Select your Salesforce object from the list
Salesforce Field: Choose the Salesforce Picklist field
Click Save
You can now add the list to a form
The list can also now be selected under the Salesforce: Create Object Record Event
