Working with Option Lists

Preformatted Lists

When adding a selection element (radio buttons, checkboxes or a dropdown list) to a form in Forms Manager, the various choices represented by that element and displayed to the user are created in the List Manager. The List Manager is found in the Element Properties, which can be accessed by hovering over the element and clicking the pencil icon that pops up. All of the options in the List Manager can be used to populate radio buttons, checkboxes and/or dropdown lists.

Many of the most common option lists, such as lists of Athletic teams, a list of US states, a list of academic class years, etc., are stored as pre-formatted lists. These "saved lists" can be implemented in any selection element using the Element Properties window, via the List Manager. To load a saved list, click the gray "Load from the Library" button

Pre-formatted lists can be updated by clicking on the "Manage List Libraries" button in the Forms Manager Dashboard tab. All of the previously-saved lists will be displayed; click on the name of a list to select it.

Custom Option Lists

For information that is not on a pre-formatted list, form authors can create a custom option list. 

Each row in the list builder corresponds to a single entry on the selection element. For each entry, there is one required column, "Item." The entry in this column is what's displayed to the user, either as a label on a radio button or checkbox, or as an item in a dropdown menu.

The "Use Alternate Result" column is optional, and can be activated by selecting the checkbox at the top of the middle column. Entries in this column will be used to identify responses to this element in the Form Results tab.

The "Assign Currency" column is only used if the selection element is used to choose something that the end user will purchase. This column contains the cost of whatever the user is buying. See Enabling Payments on a Form for more details.

If you wish, you can use a spreadsheet program like Excel to build these lists. You can select up to three columns in your spreadsheet, which will corresponds with the three columns in the list manager, Item, Alternate Result, and Currency. Just copy the rows/columns from the spreadsheet, click the "Paste from Spreadsheet" button, and paste the values into the box that appears, and it should automatically convert your spreadsheet values to the list item format.

Other Fields

You can use conditional fields to create an "Other" option on an option list for a user to enter their own values.

To do so, add an option to for "Other" in the List Manager. 

Then, create a new Text Element right after this, and set the conditional field settings to only activate the text field when the "Other" option in the checkbox is checked. (See Using Conditional Fields for more information.)

The text field will now appear when the user chooses the selected option(s), and will allow them to enter an alternate value. Note that this will create a separate column in the form's results, so you'll need to be aware of that when viewing the results.

Default Values

Use the "Default" column to select which option(s) in an option list are selected by default when the page loads.

When creating a select list (aka dropdown menu), you will also have the option of creating a 'blank' entry labeled "Please select..." at the top of the menu. Users will have to select a different option from the menu before submitting the form.

If a field is required, you will not be able to set a default, so that the user must make a selection manually.

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