Create a List

There are two types of lists that can be created:

• Custom: Allows you to configure your own lists similar to creating an option set in a form. You can either manually add your own options or you can upload a CSV.
• HCMS Categories: Allow you to create a list based on the categories configured in your HCMS integration. 

The benefit of adding a list is that they can be added to any form and if the list needs to be changed, that change only needs to be made once and the forms will automatically update to use the new list.

View the Create a Dynamic List article for information on how to call external services using an API.

Create a Custom List

1. Navigate to Advanced Tools > Lists
   
   
2. Click the + button in the bottom right corner
   
3. On the Custom tab, add a Label
   
   
   Note: This is the name the user building the form will see when they add it to a form so we recommend keeping this short but descriptive.
4. Select the Environment you wish to add the list to
   
   
5. Choose Upload CSV to import a file or click Add Option to manually add options
   
   
   Note: View an example CSV file.
6. Adjust color and order as needed
   
7. If applicable, select Copy to Environment to copy the list to another environment
   
8. If needed, toggle on Show Always Display Options and check the options that should always display in the list
   
   
   Note: Enabling this option will add an "Always Display" column to the list. Checking "Always Display" for an associated option will ensure that the option is always visible to the user and cannot be filtered out by user input.
9. Click Save
   
   
10. You can now add the list to a form
    

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Create an HCMS Categories List

1. You will first need an active HCMS Integration
2. Navigate to Advanced Tools > Lists
   
   
3. Click the + button in the bottom right corner
   
4. Select the HCMS Categories tab and add a Label
   
   
5. Select the Environment you wish to add the list to
   
   
6. Choose to Add All Categories from your HCMS instance or select individual categories using the Available Categories drop-down
   
   
7. If needed, toggle on Show Always Display Options and check the options that should always display in the list
   
   
   Note: Checking "Always Display" for an associated option will ensure that the option is always visible to the user and cannot be filtered out by user input.
8. Click Save
   
   
9. You can now add the list to a user-select element (checkbox, radio button, select, or autocomplete) on a form
   
10. If you have an HCMS workflow event configured then this will automatically pull in any selected categories and add them to the category of the content being created
    

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Resources

• Create a Dynamic List
• HCMS Integration
• Create a Form