Select Lists

Here are four commonly used Select List types → each with its own unique variations:

1. Single Select

Allow only one option to be picked from a list of selections →

2. Multi-select

Choose the Allow multiple values toggle and allow the User to select between two or more options →

3. Nested Select

Use the Nested Select field to drill down based on categories and/or locations → ex. CONCOURSE > Tasks. There are a lot of options here!

4. Weighted Lists

Weighted Lists transform simple choices into quantifiable data points by assigning a numeric value to each option → as in this 5-point CSAT survey. (See Add Weighting )

Add a "Select" Field to a Form

  1. Open your Form → and click Add Field

  2. Pick Select → from the Field Type drop-down

  3. Enter a Field Name → ex. Performed by

  4. Tap the + Add option → and enter your options → ex. Erik, Astrid, Pryia, etc.

    • Tip: Press Enter/Return to add an option and move to the next field

  5. Click Save Changes

    • Tip: The - icon to the right of each option will change to a Trash can after you save

About Bulk Adds

Convert into a Multi-select List

To allow Users to pick multiple items from a Multi-select list:

  1. Click the editing Pencil in the corner of any Select field → ex. Department

  2. Click the Allow multiple values toggle

  3. Click Save Changes

Delete a Select Field From a Form

To delete a Select Field altogether:

  1. Click Forms from the Navigation panel

  2. Open your target Form → ex. a Patrol Form

  3. Click the Trash icon

  4. Select Delete to confirm your decision

  5. You must click ✓ Save Changes to finalize the deletion!

    • If you change your mind, click Discard Changes

▲ Top

Select List Basics

All Select Fields allow quick choices from predefined lists – like:

  • Picking an Event Type
  • Selecting a Team Member
  • Choosing multiple overlapping locations for an incident →
    • ex. Wasps swarming in Sections 107, 108, and Stairwell A.

Search Drop-down Lists

Use Search to pick quickly from your longer Select lists:

  • S20 for Suite 20 or Section 20
  • we for Wet Spill or Wheelchair

Inline vs. Drop-down Displays

The Display inline toggle gives you two ways to display your Select lists:

A. Inline

The list will appear in a stacked list for easy viewing and selection of any or all of the options, as seen here →

B. Drop-down

The list will open from a drop-down chevron for both the single or multi-select options →

▲ Top

Add a List → ex. People

Scenario: At Thunderhawk, the Team Member who brings in the most Lost Items (that are also returned during the season) will receive an all expense trip to Hawaii! To run the contest, their names must be added to a Select list in the Report Found Items Form.

To add all of the eligible team members to the list:

  1. Open a Form by clicking Edit → ex. Report Found Item, Issue, or Patrol

  2. Scroll to the bottom of the Form → and pick + Add Field

  3. Pick Select from the Field Type drop-down

  4. Name the field in the Field Name box → ex. Performed By

  5. Tap the + Add Option

  6. Enter the first name → ex. Erik → and press Enter

  7. Add four more names to the list → ex:

    • Astrid
    • Priya
    • Dimas
    • Carlos

  8. Select ✓ Save Changes

Update a List

Sean was left off the list!

To update a Select Field's options → ex. Names, or Performed By:

  1. Click Forms from the Navigation panel

  2. Open your target Form → ex. Report Found Items, Issues, or Patrol

  3. Click the editing Pencil in the corner of any Select Field → ex. Performed By

To add names (or options) to a drop-down list:

  1. Tap the + Add Option button

  2. Enter a new name → ex. Sean

  3. Press Enter → or click + Add Option to add more items to the list

  4. Select ✓ Save Changes

'Bulk' Add a Long List

To add a longer list of "Select" Field options:

  1. Pick Select → for the Field Type

  2. Enter a Field Name → ex. Department

  3. Click Bulk add

  4. Paste your list of options inside the entry box

  5. Select Add Options

  6. Voila! Click your lists → and cick Save Changes! (Don't forget!)

'Bulk' Update a List of Changes

If you have a longer list of updates, use the Bulk editing tool once again.

Bulk Editing Tips

  • Duplicates will be eliminated automatically

To update longer list of "Select" options

  1. Click Forms from the Navigation panel

  2. Open your target Form → ex. Event

  3. Click the editing Pencil in the corner of any "Select" Field → ex. Department

  4. Click Bulk add

  5. Paste your updated list of options inside the entry box

  6. Select Add Options

  7. Alphabetize the new list if necessary → by clicking A-Z

  8. Cick Save Changes! (Don't forget!)

▲ Top

Update a Drop-down List of Options

To update a Select Field's options → ex. Names:

  1. Click Forms from the Navigation panel

  2. Open your target Form → ex. Patrol

  3. Click the editing Pencil in the corner of any "Select" Field → ex. Performed By

  4. See:

Add Options to a Drop-down List

To add names (or options) to a drop-down selection list:

  1. Tap the + icon

  2. Enter a new name → ex. Sean

  3. Press Enter → or click the + icon to add more items to the list

  4. Select Save Changes

Correct Spelling Mistakes

  1. Click any of the Options in your list

  2. Fix the spelling → ex. Dimas to Dimitri

    • Note: Blank fields, as seen above, will be ignored

  3. Select Save Changes

Color Code Options, Lists & Widgets

When you apply colors to a Select list, you’ll see the corresponding colors pop up in your Dashboard widgets. The colors can help you spot things a bit more quickly!

Pick your colors from the color palette

To add a splash of color:

  1. Click the grey circle → and pick a color

  2. Select Save Changes

Alphabetize a Drop-down List

To add a splash of color:

  1. Click the A-Z button

  2. Select Save Changes

Reorder a List

In this example, Carlos is a team leader and will be selected most often. So why not move him to the top?

To reorder a list → ex. to display in alphabetical order:

  1. Click and drag the Hamburger icons up or down

  1. Select Save Changes

Delete Drop-down List Items

To delete, and later restore, an option:

  1. Click the - Delete icon to the right of any items you wish to remove → ex. Carlos

  2. Select Save Changes

Restore Deleted List Items

If you accidently delete an item, simply Restore it.

To restore a 'removed' Select Field item:

  1. Click the Removed Options cheveron

  2. Click the Restore icon next to the item or name in teh Removed Options list

  3. Select Save Changes

▲ Top

Add Weighting

Select list Weighting transforms simple 'choices' into a quantifiable data points.

In this example, we'll build a CSAT survey, which is the first of our Five Use Cases for Weighting listed below.

To build a Weighted Customer Satisfaction (CSAT) Survey:

  1. Enter your CSAT question into the Field Name Field → ex "How satisfied are you with . . ."

  2. Select Display Inline → to stack your list for easy viewing and selection of the options

  3. Allow only one option to be picked → by turning Allow multiple values off

  4. Add 5 options →

    • Very Satisfied (Weight = 5)
    • Satisfied (Weight = 4)
    • Neutral (Weight = 3)
    • Dissatisfied (Weight = 2)
    • Very Dissatisfied (Weight = 1)

  5. Add Color options to add interest to your Dashboard's Tables and Graphs

  6. Click Save Changes

Think about a Public Link

Build Dashboards to Display Weighted Results

When Selecting Widgets for your Dashboards, pick and configure those that can properly display your CSAT Results. For example →

Five Use Cases for Weighting

  1. Calculate Performance (CSAT/KPIs): Move beyond "how many people chose X" to "what is our average Customer Satisfaction or KPI score?"

    • Benefit: It allows you to track incremental progress
    • Example: If your average score moves from 2.2 to 2.8, you know your "Dissatisfied" users are moving toward "Neutral," even if they aren't "Satisfied" yet.

  2. Prioritize Action (Risk & Urgency): In a task list or an Issue Form, weighting helps the system decide what needs to be fixed first

    • Logic: You assign high weights to high-risk items
    • Example:
      • Select Issue: "Wet Spill" (Weight: 10)
      • Select Issue: "Lightbulb Out" (Weight: 2)
    • Result: When you sort your Dashboard by "Weight," the dangerous spill automatically floats to the top, regardless of when it was reported

  3. Score Proficiency (Training & Audits): In a learning environment or a safety audit, not all questions are created equal

    • Logic: Some tasks are "mission-critical"
    • Example: In a stadium safety check:
      • "Uniform is clean" (Weight: 1)
      • "Fire exit is unobstructed" (Weight: 50)
    • Result: A staff member could pass every "appearance" check but still fail the audit if they miss one heavily weighted safety item

  4. Automate Decision-Making (Triage): Weighting allows you to create "thresholds" for action

    • Logic: If the Total Weight of a Record exceeds a certain number, an alert is triggered
    • Example: A "Guest Complaint" Record where the guest selects multiple issues
      • Rude Staff (5 pts) + Long Wait (5 pts) + Cold Food (5 pts) = 15 pts
    • Action: The system sees a score of 15 and automatically pings a Manager's SMS Inbox, whereas a single issue (5 pts) would just be logged quietly

  5. Remove Subjectivity: Weighting forces an organization to agree on what matters before the heat of an Event takes over

▲ Top

Create Nested Selection Lists

Here's an example of how to use a nested list to inventory the equipment needed to clean a stadium's restrooms and washrooms. (See the full list below.) For this scenario, let's just look at Tools & Equipment for this nested list.

Tools & Equipment

  • Mopping
    • Mop Bucket with Wringer
    • Mop Head
  • Brushes
    • Toilet Brush
    • Scrub Brush
    • Scrub Pad
  • Squeegee
  • Spray Bottle
  • Microfiber Cloth
  • Restocking Cart
  • Powered Equipment
    • Auto Floor Scrubber
      • Floor Scrubber Soap Refills
    • Backpack Vacuum
      • Vacuum Bags
    • Pressure Washer

To turn a categorized checklist into a Nested Select list:

  1. Open your Form and →

    • A. Pick + Add Field
    • B. Choose Nested select from the Select Fields list

  2. Name your Field and pick the Display type →

    • A. Tools & Equipment
    • B. Drill down (one dropdown per level)

Two Display Types

  • A. Dropdown (search full paths)

  • B. Drill down (one dropdown per level)

  1. Allow multiple select & add your Options→

    • A. Click Allow multiple values (for this usecase)
    • B. Use + Add option to add items one at a time
    • C. Use Bulk add for long lists

    • For Bulk add →
      • A. Paste in your list
      • B. Click Add Options

Know the Nested Select Tools

  • A. Add next Nested option
  • B. Organize the list in Alpha-numeric order
  • C. Move Nested item to the Left (decrease indent)
  • D. Move Nested item to the right (indent)
  • E. Copy the option
  • F. Delete the option

  1. Nest the various items under their categories →

    • A. Use the Indent button to move items to the right, under their headings
    • B. Use the Decrease Indent button to move items back to the left, restoring their original position

    • View a completed nesting of the Powered Equipment category →

More Lists to Play with

These items need to be stocked and accounted for before the Custodial Staff can go to work.

Cleaning Chemicals

  • Disinfectant / Sanitizer
  • Toilet Bowl Cleaner
    • Standard Bowl Cleaner
    • Acid-Based Cleaner (hard water / rust)
  • All-Purpose Cleaner
  • Glass Cleaner
  • Floor Cleaner
    • Floor Cleaner
    • Degreaser
  • Odor Control
    • Enzyme-Based Odor Neutralizer

Paper & Dispensable Supplies

  • Toilet Paper
  • Paper Towels
  • Hand Soap Refill
  • Seat Covers
  • Sanitary Disposal Liners

Tools & Equipment

  • Mopping
    • Mop Bucket with Wringer
    • Mop Head
  • Brushes
    • Toilet Brush
    • Scrub Brush
    • Scrub Pad
  • Squeegee
  • Spray Bottle
  • Microfiber Cloth
  • Restocking Cart
  • Powered Equipment
    • Auto Floor Scrubber
      • Floor Scrubber Soap Refills
    • Backpack Vacuum
      • Vacuum Bags
    • Pressure Washer

PPE

  • Gloves
    • Nitrile Gloves
    • Latex Gloves
  • Safety Glasses
  • Mask

Signage & Safety

  • Wet Floor Sign
  • Safety Cone

Odor & Ambiance

  • Urinal Screen
  • Deodorizer Block
  • Air Freshener Dispenser

▲ Top

Select Lists