Lists

A list is a set of answer options you maintain in one place and reuse across as many forms as you like — suppliers, equipment, product lines, reason codes. Update the list once and every form that uses it is up to date.

Forms use a list through a List question. See Question Types.

Creating Lists

Video walkthrough · 1:04Reuse the same options everywhereOne list, maintained once, feeding every form that needs it

Walkthrough of “Creating Lists”

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1. Navigate to the Lists page.
2. Click on the New List button at the top of the page.
3. Enter a name for the list.
4. Click Save to save the list.

Adding Items

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Once a list is created, you will be routed to the list page. From here, you can add items to the list two ways: importing or adding individually

Adding Items Individually

1. Type where it says Add a new item…
2. Press Enter or click the Add button to add the item to the list

Importing Items

You can import items from a CSV file or from Google Drive.

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Importing from a CSV

1. Click the Import Data button
2. Import a CSV file using the Import a CSV to continue button.
3. Once the file is downloaded, the spreadsheet previewer will open.
4. Click on a header to select a column to import, or multiple to merge the columns
5. Click Merge to add the data into the list, or Overwrite to replace the data in the list with the imported data.

Importing from Google Drive

1. Click the Import Data button
2. Import a CSV file using the Import from Google Drive button.
3. Select the Google Account associated with the organization.
4. Once the data is loaded, the spreadsheet previewer will open.
5. Click on a header to select a column to import, or multiple to merge the columns within a sheet
   • Use the dropdown to switch sheets if desired
6. Click Merge to add the data into the list, or Overwrite to replace the data in the list with the imported data.

Syncing with Google Sheets

When importing from Google Drive you can select an option to sync with Google Sheets. This will track changes in the Google Sheet that will be used to import data into the list. Any changes made to the referenced columns in the Google Sheet will be reflected in the list.

Limitations:

• Only one Google Sheet can be synced to a list
• The Google Sheet is referenced by the sheet name and column header value
• Changing the Google Sheet with any of the following actions will disable the sync:
  • Deleting selected headers
  • Renaming selected headers
  • Deleting or Revoking access to the sheet, or, in Excel, tab, that contains the synced data
  • Deleting or Revoking access to the spreadsheet
• Changing the Google Sheet with any of the following actions will not disable the sync:
  • Adding columns
  • Moving columns
  • Adding rows below the first row
  • Modifying data below the first row
  • Renaming the synced sheet
  • Adding or removing other sheets
  • Renaming or moving the spreadsheet

Managing List Items

Editing Items

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1. Click on the dots next to the item you want to edit
2. Click Edit
3. Make the changes you want
4. Click Done to save the changes

Deleting Items

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1. Click on the dots next to the item you want to delete
2. Click Delete