Lists in Gearbelt help teams store and manage grouped data such as equipment, materials, or predefined options. You can integrate these lists directly into form templates to simplify data entry and reduce manual typing for your team. By using lists in forms, users can quickly select from predefined options while maintaining consistent and accurate records in your Gearbelt workspace.
Prerequisites
Before you begin make sure you have the following:
Plan: All Plan Types
Permission: Gearbelt Contributor
Skills Required: Gearbelt Navigation
Device Type: computer
Subscription: Gearbelt
Step-by-Step Instructions
After creating your list, go to the Custom Forms section in the left-side navigation menu.
Select the relevant form.
Select Edit to open the Form Template Editor.
In the Template Editor, drag and drop a List field from the field section.
In the right-side panel, configure the list field by setting the field label, description, required field option, and list source
For the list items source, choose one of the following options:
Manual Typed - Manually input list items in the List Items section if the list is specific to this form.
Link to a List - To connect the field to an existing list in the Lists section so any updates to the list automatically appear in the form template.