This article walks through how to create a list based on the categories configured in your HCMS 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.
Instructions
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
