Create a List

There are three 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 (Comma-Separated Values file).
• HCMS (Headless Content Management System) Categories: Allows you to create a list based on the categories configured in your HCMS integration.
• SharePoint List Column: Allows you to map radio buttons to SharePoint list elements by pulling in the option lists from your SharePoint integration.

The benefit of adding a list is that it can be added to any form. 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 (Application Programming Interface).

Create a Custom List

1. Sign in to your site
2. Navigate to Advanced Tools, then select Lists
   
3. Click Add List (plus-sign icon) in the bottom-right corner of the screen
   
4. 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.
5. Select the environment you wish to add the list to
   
6. Click Upload CSV (Comma-Separated Values) to import a file or click Add Option as many times as needed to manually add options to the list
   
   
   Note: View an example CSV file.
7. Add or edit the label for an option in the Label field
   
8. The Value field will automatically populate, but you can click the value of an option to update it if desired
   
9. In the style column, click the color picker to select a color for an option or click the camera icon to upload an image that will be displayed for the option
   
10. Click and hold the order handle (horizontal-lines icon) to the left of an option to drag and drop it into the desired order
    
11. Click Delete Option (black trash-can icon) to the right of an option to remove it from the list
    
12. 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.
13. If applicable, select Copy to Environment to copy the list to another environment
    
14. Click Save
    
15. You can now add the list to a form
    

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Create an HCMS (Headless Content Management System) Categories List

1. You will first need an active HCMS Integration
2. Sign in to your site
3. Navigate to Advanced Tools, then select Lists
   
4. Click Add List (plus-sign icon) in the bottom-right corner of the screen
   
5. Select the HCMS Categories tab and add a Label
   
6. Select the environment you wish to add the list to
   
7. Click Add All Categories to add all categories from your HCMS instance or select individual categories using the Available Categories drop-down
   
8. Click a Category name to update its label, if desired
   
9. In the Color column, click the color picker to select a color for an option
   
10. Click and hold the order handle (horizontal-lines icon) to the left of an option to drag and drop it into the desired order
    
11. Click Delete Option (black trash-can icon) to the right of a category to remove it from the list
    
12. 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.
13. Click Save
    
14. You can now add the list to a user-select element (checkbox, radio button, select, or autocomplete) on a form
    
15. 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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Create a SharePoint List Column

1. You will first need an active SharePoint Integration
2. Sign in to your site
3. Navigate to Advanced Tools, then select Lists
   
   
4. Click Add List (plus-sign icon) in the bottom-right corner of the screen
   
5. Select the SharePoint List Column tab and add a Label
   
6. Select the environment you wish to add the list to
   
7. Fill out the SharePoint fields:
   
   
   • SharePoint Site: Select the SharePoint site you would like to use for the list
   • SharePoint List: Select the applicable list
   • SharePoint Column: Choose the column you wish to populate the list with. Click the arrow to make sure the list is pulling in all of the available options.
8. Click Save
   
   
9. You can now add the list to a form
   
10. The list can also now be selected under the SharePoint: Create List Item Submission Event

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Resources

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