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Creating and administering a list

 You can create a list when you add a dropdown field, a checklist, or a multi-select field to your form.

  1. Navigate to your Form editor and choose a field type (i.e. Dropdown, Checklist, etc.,) for which a list will be required to populate data.

  2. Under the Select a list drop-down, you can either select an existing list or click + Create a list to create a new list from scratch.

  3. If you are creating a new list, enter the list's title and proceed to add the list of items. Click Apply when you are done.

You will see a popup where you can:

  • name the list

  • add list values

Finding a list

You can find and access your list,

  • From the same form field that you used to create your list.

  • By using the Search bar on the top.

  • In Explore โ†’ Live, Managed by me, and Others.
     

Renaming a list

To rename a list, go to the list home page and click the list name. When finished, click Enter, or simply click off the name. You can change the description in the same way. All changes are auto-saved.

Editing list values

You can edit the list's values directly from the home page by clicking on the cells and making changes. When finished, click Enter or Tab, and the changes will be autosaved. You can also copy and paste values from a spreadsheet.

Note
If the list values are copy-pasted from different sources like Excel, check and remove any trailing spaces.

List values can also be edited when selecting them from the form editor. Open the Dropdown, checkbox, checklist, or radio button field where the list is used, and click Edit list.

Note
A maximum of 250 items can be created or pasted within the list.

Managing members and their permissions in a list

You can share a list with your flow members and manage their permissions with the help of the Share settings inside a list.

You can assign roles to members to control what actions they can perform on your list.

There are two roles that you can assign to members:

  • Admin - list admins can edit the values of the lists they own, modify their settings, and delete them as necessary

  • Member - list members can modify the values of a list or share it with other members based on the permissions granted to them by their admins.

Admins have more permissions than a member and can control various settings of a list. 

The member who creates a list becomes its admin by default. As an admin of your list, you can add or remove members from it.

To manage members and roles, click Manage at the top right corner of the list's page and select the Share button (). On the Share settings page, click + Add members to select and add members. To remove members from a list, select a member and click the More options button ( ) >  Remove. The member will not be able to access or view the contents of the list thereafter.

Duplicating a list

  1. Click the More options button () on the list page

  2. Click Duplicate

  3. A popup will appear with the default name of the new list as Copy of <original list name>.

  4. Change the name and click Duplicate.

Configuring security settings

The security settings define which flows can look up values in your list.

To update your list's security settings, click the More options button () and then Settings. By default, all flows have access to your list. You can modify this behavior by selecting the second option, Choose flows that can look up this list, and select the flows you want to grant access to the list. To remove a flow, click the Remove button ( ) next to the flow name. Click Save after setting your preference.

Deleting a list

Only a List Admin can delete a list.

  1. Click the More options button () on the list page

  2. Click Delete

  3. If a list is used by a flow, you will be prompted to remove its dependencies. After removing the dependencies, you can safely delete the list.

Seeing dependencies of a list

On the right side of the list is a section called Used by. This shows all the flows that currently use this list. When a list is associated with any flow you will not be able to delete it until you remove the dependencies.