How To Use The Code List

The Code List feature in Kizeo Forms allows you to change the displayed name of an item when exporting your form. This means that while the mobile worker will see one name while filling out the form, a different name or reference will appear in the exported report.

Note: If your list items consist of multiple words (e.g., "Tourist airplane"), it is essential to define a code to use certain item tags in your customised Word/PDF or Excel/PDF reports.

Step 1 : Create your Code List

Option 1: Use an Excel File

• This method is recommended for creating long lists. For detailed instructions, refer to the relevant tutorial.

Option 2: Manually Enter Your List

• Go to the online platform -> External Lists.
• Click on Create an external list.
• Enter the items in this format: 'Put your code here':'Put the name of your item here'

Example:

• The text before the : is the code (the text that will appear in your report).
• The text after the : is the name (what the mobile user will see).

Note: The code does not appear on the mobile device when filling out the form.

Step 2: Insert Your List into a Form

• Create a new form.
• Insert a List element by dragging it into the edit box.
• Click on the green pencil icon of the List element (e.g., 'Who should you contact') and go to Features.

• Select your external list from the scroll bar or type/paste it directly into the 'List items' box.

Tip: Instead of selecting your list in the scroll bar, you can also type it or paste it directly into the 'List items' box:

• Confirm the changes and save your form.

Create a Code List for your e-mails. 

Consider a sales representative who fills out a form after visiting a client and wants to send an email with a quote or product presentation to the client. The representative can create a contact list with email addresses for each client. The code will be the email address, and the item will be the company name. The representative will see the company name on their phone, but the email address will appear in the PDF report.

Settings:

1. 1. Create a form and add a List or Choice element.
   2. Go to the Features of this element by clicking the blue pencil icon.
   3. Enter the list content using one of these methods:
      • Method 1: Name <email>
        • Example: Jim GALLAGER <jim@company.com>
      • Method 2: email:Name
        • Example: jim@company.com: Jim GALLAGER

• Tip: Confirm these settings and save your form!

  4. Go to the Options of your form, select the E-mail tab -> Add -> Recipients.
  5. Add the tag for the List element we created earlier (e.g., ##who_should_you_contact:code##).

  Example: If you select 'Todd KLEIN' from the 'Who should you contact' list, an email will automatically be sent to todd@company.com.

  For more details on sending customised emails after filling out a form, refer to the relevant tutorial

To go a little bit further…

• Create group users to organize your Kizeo account.
• Manage the forms access rights of your users.
• Change your items display according to the profile of each user.
• Customize you reports with the tag list element. 

• A Hierarchical List.
• A Referential List. 
• A Referential-Hierarchical list.