Understanding Option Lists
An Option List is a grouping of items that users can select from, presented as a dropdown menu. Each item in the Option List represents an option that users can choose. Option Lists can be configured for either single-select or multi-select functionality.
For example, an Option List might include a list of countries or assessment types that a user needs to choose from.
Option Lists are a shared component, meaning they can be used across multiple Workflows. If you change the options within an Option List, those changes will affect all Attributes in any Workflow that references the Option List. Learn more about Option Lists here.
Option Lists can be created and managed via the Option List screen, which is accessible through the Settings menu.
Creating a new Option List
To create a new Option List:
- Click the Add Option List button at the bottom of the table.
- Give the Option List a name.
- Populate the list by clicking the Add Option button. Each time you click, a new option will be added to the list.
- For each option, provide a name to represent the selection.
Managing an Existing Option List
To edit an existing Option List:
- Locate the Option List in the table.
- Select the navigation icon to the left of the Option List name to begin editing.
- Make any necessary changes. All updates are saved automatically.