Lists
List types are used in case workflows to ensure that information is recorded in a structured and consistent manner. By offering predefined choices, users can quickly and easily select the correct option, minimizing the risk of incorrect input and ensuring data consistency. This makes it easier to track cases, generate reports, and analyze trends.
List types can be customized to suit various needs, from simple selections to more complex options, contributing to more efficient workflows and better oversight in case management.
Tips
- Values that frequently recur and are needed in multiple forms can advantageously be created as a Global List instead.
- It is fully possible to link multiple lists together so that the choice made in the first list determines the available options in the subsequent list.
- If the function to merge values cannot be used, it may be because the list’s values are retrieved from another list or a global list via the Use options from function. In that case, merging values must be done in the list that the field is linked to.
- By enabling Hide unselected options in the list types Checklist, Option List, and Yes/No/N/A, you can make the case clearer and more intuitive for users.
List
The List field type is used when you want to control which options a user can select when registering information in a case. The advantage of using lists, compared to free text fields , is that they facilitate searches, eliminate issues with different naming conventions or spelling variations among users, and make it easier to extract statistics, sort, and categorize selected options.
To create and manage values in a list, select the List field and click on one of the icons to: Merge two values into one, Add a new value, Remove a value or Deactivate a value
Persons
In the field type Persons, you can manage which users should be selectable in a person field. You have the option to either choose All users with form access or specifically select certain users by clicking the plus symbol.
The users who can be selected in the person list are those who have at least read access to cases created from the current form. If a user is missing, you should check whether they have been granted access to the form.
Tips
- If the button to add more users is not visible or cannot be clicked, it is either because you have activated the option All users with access to form or the option Use options from.
- To allow a case to be distributed to multiple recipients simultaneously, create group recipients in the form.
Checklist
The field type Checklist is used when you want users to be able to check off one or multiple options in the same list. By creating checklists with only one option per checklist, you can control which subsequent sections or fields the user should be able to see using the Hidden until function.
To create and manage values in a checklist, select the checklist field and click on one of the icons to merge two values into one, add, remove, or disable a value.
Radio List
The field type Radio List is used when you want the user to select only one option from a list.
To create and manage values in the option list, select the radio list field. Then, go to the right column and click on one of the icons to add, remove, disable a value, or merge two values into one.
Note:
- The radio list has a default value. If no specific default value is set in the form editor by the form designer, the first (top) value will always be selected when a new case is registered. Since the field always has a value (and it cannot be emptied), radio lists cannot be set as mandatory fields.
Yes, No, N/A
Among the available list options, you will find a predefined checklist with the choices Yes/No/N/A.
This field type is particularly well-suited for mobile use, designed to help you move forward quickly by providing the answer options directly within the field type. We hope this field type is useful and that it serves you well! 😊
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Last updated: 29 January, 2025