Kizeo Forms - Tutorials

How To Use The External List Page

Written by Kavitha Ramamurthy | Jun 26, 2017 4:00:00 AM

From the external list page, you can create, modify, and delete your external lists, as well as manage their rights.

Getting Started

  1. Log In to Your Account
    • Visit https://forms.kizeo.com/ and log in to your account.
    • Click the External lists tab on the left side of the screen, then select My external list.

1. General Use

Display Settings

  • Adjust Display: Choose the number of elements to display per page by selecting the number from the top left corner. This setting will be saved for future logins.

Sorting and Filtering Lists

  • My Lists: Displays lists you can access and edit.
  • Other Lists Available: Displays lists you can use but not edit.
  • Library: Displays lists shared by group managers and administrators in the company account's external list library.

  • Sort by clicking on headings or owner names.

Search for Lists

  • Use the search bar in the top right corner to find lists by name, owner, or heading.

Deleting unused lists.

  • Click Delete unused lists to remove lists not linked to any form.

Advanced Options For External Lists

Click on the blue arrow to display advanced features of your external list.

  • Owner: Define the owner of the list to allow group managers to use and modify it

  • History: View the history of changes made to the list (note: changes themselves are not visible).

Click on « Share » to add your external list to your Library of external lists.

  • Share: Add the list to the external list library for group managers to use or copy.
    • Using a shared list allows only the owner to modify it.
    • Copying a shared list allows modifications, but changes by the owner won’t affect the copy.

  • Delete: Remove the list from your account.

These options are also available on the main editing screen.

2. Managing Headings

  • Log In to Your Account
    • Visit www.kizeoforms.com and log in to your account.
    • Click the External lists tab, then My external list.
    • Click the Heading button on the top right corner.

  • Edit Headings
    • Click the pen icon to rename headings.

  • Click the number of lists to display lists under a specific heading.

  • Use the search bar to find a specific heading

3. Creating new lists

  1. Manual Entry

    • Go to the External lists tab and click Create an external list.

    • Name your list and enter the elements manually.

  2. Follow the tutorial on creating a list from an Excel file for detailed steps.

4. Modifying an existing list

  1. Manual Modification

    • Click the pen icon next to the list to modify it manually.

 

  1. Import Excel File

    • Go to the Excel tab to update your list.

  • Download an empty template or use your existing list.

  • Choose between:
    • Overwrite everything: Replaces the entire list with new content.
    • Change and Add: Keeps existing elements, updates changed ones, and adds new items.

Tip: Add a code to labels (and level_labels) for easier modification.

Go a little bit further…

 
View full post