How to create a custom list?

Custom list is a constrained drop down list. While it makes it easier for people to complete a form, it also allows your company to collect structured data from a form. Website First, login to Company Admin Area. Only company admin can see this button. Go to Company Inspections ＞ Lists You can choose Launch Import Wizard or Add List Manually. Note: If you have more than 10 items to add, please jump to Launch Import Wizard directly.

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1. Option A - Add List Manually

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Input List Name > Submit Click Add List Item(s) Input the option one by one, click Add Item then input next option. Click Close if completed. Please scroll down further to see > Set form fields to show custom list.

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1. Option B - Launch Import Wizard

Download template ＞ Create custom list in Excel > Upload template > Import Lists Your Excel file should look like this: Column A is the name of the custom list. Column B is the display text / options in the custom list.

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2. Set the form field to show custom list

Return to the form wizard > Select a form field Click Command + 4 or Ctrl + 4 to bring up Properties. Go to Type, change Text to List. Afterwards, don’t forget to assign a list to the field. In this case, we choose 1-12 as this was the one we just created. Last, don’t forget to click Command + S or Ctrl + S to s****ave the changes you made in form wizard. When new forms are created, you should now see the list: