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Working with Lists

Lists are reusable sets of values that can power list-based answer options and ListItem properties. For example, a “Departments” list could supply the choices for a “Which department did you visit?” question. Lists live under Settings > Lists.

To create a list

  1. Go to Settings > Lists.
  2. Click Create List.
  3. Enter a Name and an optional Description.
  4. Save. The new list opens in the list editor, which has two tabs: Items and Properties.

Define properties first

  1. On the Properties tab, click Add Property.
  2. Enter an internal name and a Display Name.
  3. Choose a type (for example, STRING) and an optional description.
  4. Mark it Active and, if appropriate, set it as the Default Label (the field shown as the item’s primary name; indicated by an eye icon).
  5. Save.

Add items

  1. On the Items tab, click Add Item. (If no properties exist yet, you’ll be prompted to add one first.)
  2. Fill in the property values (for example, Department Name = Cardiology).
  3. Save. To edit an item later, click Edit on its row, change the values, and click Update Item.

Publishing a list

New lists start in Draft status. Click Publish List to make the list available for use; the status changes to Published and the button becomes Unpublish List. You can edit list details at any time via Edit List.