Run 10k → Add Bulk Lists, Locations & Issues

Introduction

In this lesson, you'll learn how to create Select drop-down lists and update your selection menus for quick and smooth data entry.

We'll show you how to:

• Create and modify a list of Team Members
• Update a list of Locations
• Update a list of Issues

→ in SwitchBase Web

1. Read About → Select Lists

Start by reading → Select Lists in Forms (5 min)

2. Try It → Create and Update the Selection Lists in your Forms

1. Log into SwitchBase Web

2. Open your Test Track Sandbox organization

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3. Add a Select drop-down list of five Team Members to your Report Found Item Form → Steps ▶

   • For example, add →
     • Erik
     • Astrid
     • Priya
     • Dimas
     • Carlos

4. Add a new person to your Select drop-down list of people in your Report Found Item Form → Steps ▶

   • For example, add →
     • Sean

5. Correct a spelling mistake in your Select drop-down list of people in your Report Found Item Form → Steps ▶

   • For example, change Dimas to →
     • Dimitri

6. Color code your people in the Select drop-down list in your Report Found Item Form → Steps ▶

7. Alphabetize the people in the Select drop-down list in your Report Found Item Form → Steps ▶

8. Reorder the list of people in the Select drop-down list in your Report Found Item Form → Steps ▶

   • For example, move Carlos to the top of the list

9. Delete a team member from the Select people drop-down list in your Report Found Item Form → Steps ▶

   • For example, delete Carlos (sorry, Carlos!)

10. Review how to delete an entire Select list from a Form, but don't actually do it! → Hint ✋

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Use the Bulk Add Technique to Update a list

Before starting, review the Bulk Add instructions → Steps ▶

1. Open your Report Found Item Form and then find your Item type list

2. Click the Editing Pencil.

• Then, compare the existing Item type list with what the results will look like after you complete your 'Bulk Add" in Step 3. You will notice:

  • new items

  • duplicates

  • redundant items

    

2. Copy this list below; then, use the Bulk Add technique to update the existing list → Steps ▶

COPY THIS LIST
ID/Credit Card
Phone
Water Bottle
Other
Keys
Hats/Caps
Eyeglasses/Sunglasses
Jackets/Sweaters
Merchandise
Wallet/Purse

3. Delete Bag and Clothing from the list → Hint ✋

4. Alphabetize → and then color-code the list → Hint ✋

5. Save Changes

Review

EXISTING LIST	NEW LIST
ID/Credit Card	ID/Credit Card
Phone	Phone
Water Bottle	Water Bottle
Other	Other
Bag	Keys
Clothing	Hats/Caps
	Eyeglasses/Sunglasses
	Jackets/Sweaters
	Merchandise
	Wallet/Purse

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Add a Long List of Issues

1. Add a big, bulky list of Issues to a Form → Steps ▶
   • Add over 100 Issues to a Select drop-down list to your Issue Form
   • → Copy this list of 100+ issues

Update Bulk Locations

1. Delete the Text Field called Found Location (in your Report Found Item Form)

   

2. Replace the deleted Text Field by adding a Select Field type → Hint ✋

3. Add a full list of Locations to your Issue and the two Lost & Found Forms → Steps ▶

   • → Copy this 'Big List of Locations'

→ in SwitchBase Web or SwitchBase Mobile

3. Try It → Add Lost & Found and Issue Records

1. Use your forms to add 3 Lost items during an Event you select → then close them out by reporting the Lost Items Found

2. Create 3 Records with the Issue Form → Hint✋in Mobile

   • Tie the 3 Issues to one of your Events
   • Include a Description of each of your new Records
   • Add specific Locations to your Issues

3. View and Filter your Dashboards to see how these 6 Records now look