Select Lists in Forms

About Select & Multi-Select Lists

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

Single or Multiple Value Selections

The Allow multiple values toggle lets you choose between two selection options:

1. Single Select

Allow only one option to be picked →

2. Multiselect

More than one option can be selected 2-X →

Inline vs. Drop-down Displays

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

1. Inline

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

2. Drop-down

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

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 →

when to use weighting

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

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Add a List of People/Team Members

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 your 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

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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

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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

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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:

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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

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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

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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

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Alphabetize a Drop-down List

To add a splash of color:

  1. Click the A-Z button

  2. Select Save Changes

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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

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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

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'Bulk' Add a List of Options

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!)

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'Bulk' Update a Sizable 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!)

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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

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Select vs Multi-select

  • Select → Pick one Team Member, Department, Issue, Location or Option →

    • Increase accountability by only selecting 1 Team Member or Department
    • Rarly are their muliple Issues or Locations, but . . .

  • Multi-Select set the Toggle switch to allow two or more choices →

    • If wish to allow more than one option to be selected, TOGGLE AWAY

Use Case: At a major 4th of July Stadium Event 7 different guest Reports were filed complaing of Wasps. Though the venue had peformed a wasp next removal effort, some were missed, Locating the remaining wasp nests was hard, so multiple locations were entered so that the search could begin. Thank goodness, no one was built.

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Select Lists in Forms