Drop-down & Search Form Lists

The drop-down and search lists are used in workflow form fields to enable occupants to make various choices between the available pre-defined options e.g. the type of credential requested (mobile, physical, both) or access card pickup up locations etc. The lists content is fully customisable and displays customer-specific data.

Creating a new form list

The lists are used in the workflow forms to enable choice from a list of values, so new drop-down lists are often created when a new workflow is created, though this is not a rule.

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 (see below) or for longer lists use the CSV List Import option.

Adding list values manually

1. To add a new item to and 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 (unique identifier) and Value (displayed in the system interface). The Key must be unique with the list.

5. Click Save.

6. Add more items in required.

Alternatively for longer lists use the CSV List Import function.