How to Edit a List in a Form

Dropdown menus in forms pull from Lists. Lists can be updated and edited through the Form Builder.

If you need to add or edit the list that appears in a dropdown menu:

• Go to Form Builder and open the relevant form template

• Locate the dropdown field whose list you want to update

• Click the settings wheel icon to open the side panel

• Click the settings wheel icon next to Select List to bring up the list of lists (the currently selected list will be highlighted at the top)

• Click the pencil icon to edit it

• Click Add to add a new option, repeating as needed

• Click Save once you're finished to update the list

Once in the List editing view, users can use the List options menu to:

• Remove duplicates from the list

• Import from file: This allows you to import a spreadsheet of list options

• Export as a file: This allows you to export a CSV file of the current list

• Sort alphabetically

• Sort numerically (if numbers are present)

• Reverse order: If you want the list to be sorted in reverse alphabetical or numeric order

• Clear list: Removes all list options

To remove an option from the list, click on the trash bin icon.

To re-order the list using the drag and drop method, click on the cross arrows to move the list item up and down.

Users have the ability to assign values to any list on StoriiCare. These values can be Numeric, Percentage, or Currency based. This makes lists more useful across many of StoriiCare's features, allowing you to save any datapoint that has a secondary value or unit alongside the list option itself.

Key use cases include:

• Saving multiple tax rates or fee rates as a list (e.g. Service Fee ($100), Sales Tax (9.25%), or VAT (20%))

• Assigning points to dropdown lists in Form Builder, for use with the Matrix Calculator (detailed below)

When choosing Currency as a list value type, the currency will default to the currency set in your StoriiCare business settings.

Adding Point Values to a List

• Open the list you want to edit

• Under Associate Additional Values, select the value type you want to use: Numeric, Percentage, or Currency

• Click Add below any existing option to create a new list item

• Enter a Label for the option (this is what users will see in the dropdown)

• Enter the corresponding Value

• If applicable, enter a Unit (e.g. "Points") to display alongside the value

• Repeat for each option you want to add

• Click Save once you're finished

Previously, calculating a score with the Form Builder Matrix Calculator required using checkboxes or radio buttons to tally points. Dropdowns can now be used for matrix calculations as well, which often saves significant screen space on forms.

To set this up:

• Create or edit a dropdown list and associate additional values with it (Numeric, Percentage, or Currency), as described above

• Add this dropdown list to your form in Form Builder

• Drag a Matrix Calculator component into the Form Canvas

• The Matrix Calculator will automatically tally the values associated with the selected dropdown options

Need More Help?
If you need further assistance, you can reach out to our support team by emailing support@storii.com