How To Create A Custom Drop-Down List To Use In Your Forms

Using Drop-down Lists

Within a Form Template, two Drop-down Lists options are available: "Drop-down List: Select One" or "Drop-down List: Select Multiple".

Once either Drop-down list option is selected, a List then needs to be chosen (the answers from the Drop-down List will show in the Form when selected by your Workers). Before you can select either Drop-down List option, make sure the List you want to use is already created. If it hasn't been created yet, go ahead and build the List first, then come back to the Form you're building and continue on.

Building a List

Step 1: Select "Setup" and then "List Manager."

Step 2: Select "Add List" in the top right corner of the window to start a new list, then give your List a title and select "Add".

Step 3: To add items to your List, select "Add Item" and then click on the title of your item to edit the text of each item. Selecting outside of the text box or pressing "Enter" will cause the line of text to be saved.

(Tip: To add items quickly, select "Add Item" multiple times in a row - however many items you need to add - and then simply fill in the text after.)

Step 4: To create Sub-Lists, click the "+" button on the right-hand side of the item you wish to create the Sub-List under. Again, click the title of the Sub-List item to edit the text, then click the checkmark to save. Repeat this as many times as needed to create Sub-Lists. You can even have sub-sub-lists and sub-sub-sub-lists and... you get the point! 

Step 5: Finally, decide if you want to include an "Other" field in the List. This field (text box) can be filled in with an answer that is not pre-made. This is helpful for lists like Hazard Lists where Workers may need to add an unforeseen answer. However, if this is a finite list (like a Severity Selector) then you might want to remove the "Other" field. 

If uniform answers and clean data is a priority (e.g. If you use SiteDocs Analytics), removing the "Other" option in a List will be very helpful in achieving these ends. 

To include or remove the "Other" option from a specific List, select a List on the List Manager page (Setting / List Manager) and check or uncheck 'Include "Other"' according to your preference and need.

Now that your List is created, go back to editing the Form Template you would like the List to be in, select the type of Drop-down List you need, give the Item a title, and select your new List from the drop-down menu. Select "Create" to add the list to your Form Template. 

Remember: Going forward, any changes made to the List will show up in any Form Template that uses this list. 

Can't Remember Which List You Used In Your Form?

No problem! Simply hover your mouse over the icon on the left side of your item to see which List you used displayed in a black pop-out window.