Manual Typed List and Linked List fields let you collect list-style information in Dashpivot forms. A Manual Typed List allows form users to enter list items manually while filling out a form. A Linked List draws from a pre-defined list of options stored in the organisation’s or folder’s list library, helping ensure consistent data entry. These fields are configured when editing templates and behave differently when forms are completed.
Video Walkthrough
Prerequisites
Before you begin make sure you have the following:
Plan: Standard (or higher)
Permission: Org Controller or Project Controller
Skills Required: Dashpivot
Device Type: Computer
Subscription: Dashpivot
Step-by-Step Instructions
Open the template you want to edit in the Template Editor.
Locate the List field in the field list and drag it into the template.
Manual Typed List
In the List field, ensure the Manual Typed option is selected.Enter a list item into the text field.
Select Add List Item to add the item to the list.
If the List field is inside a Table, select Add to enter the item.
To update an item, select Edit and adjust the text, or select X to remove the item.
Linked to a List
Ensure the required list has already been created in the Lists section of Dashpivot.
In the List field, ensure the Link to a List option is selected.
Select the dropdown to view available lists and choose the relevant list.
Review the preview of list items shown below the field.
Notes & Tips
Manual Typed List lets users enter any item they want in a list format when completing the form.
Linked List restricts input to pre-defined options sourced from a list in the Dashpivot library.
Linked List fields help keep data consistent by reusing standardised options across forms.
Use Manual Typed List when you expect users to enter unique or varied list items.
Use Linked List when you want users to pick from a controlled set of values to support accurate reporting.