Use a Custom Drop-Down List

Use Cases

A Custom Drop-down List, not to confuse with simple Drop-down List, is an external Element of a Report Template allowing it to be modified/corrected/adapted at one place to update itself globally in all Report Templates it's used in.

Create a range of useful general values: floors, numbers, properties of an object, regions, contractors, ...

Create different hazard levels common among several Reports on one Site:

• Irrelevant
• Minor
• Moderate
• Major
• Catastrophic

Create a liste with different types of a person's implication during an Incident::

• Witness
• Victim
• Suspect
• Other

Creating a Custom Drop-Down List

1. Go to Settings menu and open Saved drop-down List page, making sure then being on the right Site in the upper right corner.

2. There click on Add a new drop-down List in upper right corner of table.

3.  A new line is added and opens itself. Start by clearly naming your custom list with the first top field.

NOTE: Ignore the Automatic scoring list checkbox for the moment. This option is explained in another article.

4. It's now time to populate your list using the table right under, 2 ways possible::

Method1: encode the first entry of your list in the #1 item line and save it by clicking on the + icon on the right or using your keyboard Enter key.
Encode next entries the same way.

Each added line will receive several icons in Actions column, activable by simple click:

=  Move entry to the top.

  = Move entry one step higher.

  = Move entry one step lower.

 = Move entry at the bottom.

  = Delete entry.

Icon at the left also allows you to move entry and sliding it elsewhere.

Method 2: Click on the notepad icon next to the + icon and paste there a list coming from a csv, excel file or a simple text.

This clic will show a frame allowing you to directly paste data copied in memory of your device, coming from a csv, Excel file or other text document. If using csv you can check the Ignore Separator box to automatically remove separating caracter of your data.

6. Identifier column can be ignored. For more informations contact your CSS.

7. When your list is done click on Save.

A green pop-up message will confirm saving of your list.

8. Your Custom Drop-down List will now appear in the menu of any Custom Drop-down List Element type from the Report Template Form Builder.

Configure Custom Drop-down List Options

1. Go to Settings menu and open Saved drop-down List page, making sure then being on the right Site in the upper right corner.

2. On this page you have 5 options to manage your custom lists:

1. Custom Lists are listed by alphabetical order by their names. You can navigate throught them using numbers at the bottom or the arrows.

2. Active column will show a green icon pour active lists and red for inactive. Click on these icons to switch activation mode.

3.  To copy a custom list to another Location check the box in Copy column and then click on the page icon in the header:

This will show a frame with multiple options:

1 Choose Yes to use the exact same name or No to add the original location in the copy name.

2 Click on this field to see all Locations available to your account. 2 buttons All and None allow to quickly add all locations or reset your selection. You can always remove a Location by clicking on the cross on its left.

4 Finish by clicking on Enter and execute copies or Cancel.

4. To modify an existing list click on the pencil icon in Edit column. It will open the edit mode where you can rename the list, an element, modify its order or add or remove elements with Actions column.

5.  To delete a liste check its box and then click on the bin icon.

NOTE: If checkbox is replaced by a red cross it means this list is already in use in at least one activity report and can't be deleted without first removing it.

Click on this cross to see where it's used:

Click on the blue link to have a preview of the Report.

Using a Custom Drop-down List inside an Activity Report