Custom Lists

Drop-down and search lists are used in workflow form fields to let occupants choose from available predefined options, for example, the type of credential requested or access card pickup locations. The list content is fully customisable and displays customer-specific data.

Creating a new form list

Lists are used in workflow forms to let users choose from a set of values, so new drop-down lists are often created when a new workflow is created, although this is not always required.

1. To create a new list, go to the Lists module of the system and click + Add List.

2. Enter the list's Name and Description and click Save.

3. You can choose to add the list values manually or import them from a CSV file.

4. See the instructions below for details.

You can add values to lists manually, as shown below, or use the CSV List Import option for longer lists.

Adding list values manually

1. To add a new item to an existing list, go to the Lists module.

2. Click on the list you'd like to edit to open it in the edit mode.

3. Click Add Item to add a new value to the list.

4. Enter the item's Key and Value. The Key is the unique identifier, and the Value is displayed in the system interface. The Key must be unique within the list.

5. Click Save.

6. Add more items as required.

Alternatively, use the CSV List Import function for longer lists.