Global Lists

Overview

A Global List is an account-wide list that can be used in any form. A Global List is a legacy feature and is the predecessor to the Lookup List.  Global Lists are predefined into four columns: Name, Value, FilterKey, Score.

Like Lookup Lists, Global Lists are a quick and easy way for you to auto-populate lists of data in your forms. Lists are great for things like inventory, vehicle fleets, invoices and more.

How to Set Up a Global List

1. In the Portal, select Lists > Global Lists > New Global List
2. Select New Global List to upload your own file (.csv or .xlsx only) or Download Template to edit and then upload our template.
3. After adding your file, go to the Form Builder to embed this list into your form.
4. Add the Global List field to your form.
5. In the Global List Settings menu on the right, select your existing Global List or upload a new file.

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List Anatomy

• Name: The name is what is shown/displayed in the apps. This does not have to be the same as the value, although it is set this way by default.
• Value: The value is what is shown on the reports. They would not be the same in many instances, most often used with calculations to automatically calculate different fields in your form.
• Filter Key: The filter key is used to filter your list based on another list
• Score: This is also used in calculations. You can assign a numerical score to a list selection. For example, if you have a product price list, you can assign numeric values to your products, pull those into a calculation field to use for calculations, etc.

Example:

Note: Your created list can only be in .csv or .xlsx formats.

Configuration

Setting	Description
Field Label	The label displayed for the field. This is usually displayed at the top left corner above the field.
Field Key	A Key used to reference the field in submission data. The key is also used to reference the field in rules and calculations.
Hint Text	The text that is displayed if the field has no value set, e.g. "Please enter a value"
Field Filter Key	A referenced Field Key of another field that will filter the Values based on the Values - Filter Key.
Memory Field	If a previous form containing the same Field Key has a value set, it's value will be pre-populated for this field when the form is first opened.
Allow Multi-Selection	More than one value can be created and submitted in the form submission.
Rules	Rules that perform actions on fields or sections within the form. The actions can include hide, show, enable, disable, showSection and hideSection. Rules are executed on field value changes and when the form is opened. May also include a JavaScript snippet, for example: if ($globallistpicker_1$ > 23) { hide(); } else { show(); } (Please see the Introduction to Rules Document for more information)
Required	Sets the field to have required input. You will not be able to submit the form until this field has valid input.
Enabled	If not set the field will be visible but cannot be edited or set to accept new input.
Hide Field Label	Hides the Field Name label.
Hidden	If enabled the field and all labels are not visible.
Exclude From Reports	If checked, the field will be excluded from HTML and PDF reports and will also be excluded from Excel and CSV exports.
Capture Geo Location	Capture the current latitude and longitude when the acknowledgment button is clicked.
Capture Time Stamp	Capture the current date and time when the acknowledgment button is clicked.
Global List	The selected Global List from the available Global Lists setup on the Account (Please see Account Setup)
Alert Type	Choose a theme to change the background and font colors of the field cell as displayed in the apps.

Result Data

Data Type	Domain of Values	Example JSON
String Array	N/A	{ "globallistpicker_1": ["abc", "123", "hello"] }