The massive lists of the DataScope platform can further the way of access daily information at the moment of creating a form. In case that a change is made to one of the elements, just modify the list and the questions of the forms involved will be automatically updated.

We can exemplify the use of this lists on the following situation: A retail sales company has a series of products and needs to count this products for his inventory. The company use a question of "Number of data" and weekly an employee counts the number of each product in stock and fills out the form.

However, this company always receives new products that must be added to the list. In order to don't make a new form or a new list every time a product becomes part of it's inventory, they use a list of products imported to the DataScope platform that can be updated directly in the Lists tab. With this, they save the time of making continuous changes to a form whenever is a change in the list of products.

List Types

In DataScope we have two types of lists:

  • Last Addresses: This type is useful to manage the clients of your company. With it, you can add information about addresses, numbers, latitude and longitude (GPS), client code and a contact email.
  • Custom: This lists are meant to have any type of data that could be required in some specific question.

The difference between this lists can be seen on the Resume tab (where you can see the answers) and on the Dashboard tab, where on both of them exists filters of locations that allows to filter the data for a particular client or some other parameter.

How to use a list?

There are two options for updating a list:

Exporting the list: In this way, the user export an excel file with all the lists loaded on the platform. To do this, the user must go to Settings> Lists> Custom List> Export Masive by email. On the corresponding email will arrive the complete list that can be changed and imported back to the platform.

Changing the list on the platform: To update a list directly on the platform, go to Settings> List> Custom List and click on the pencil icon corresponding to the list that want to be updated. Click Save without changing the name of the list and then a tab will open to make changes. An element can be edited or deleted.
In case you want to add a new element, just click on the button "New List Object"  and complete the information required.

How to access data from a list inside a form?

A list can be loaded into a form by clicking on the "Data List Source" option in the following type of questions:

  • Single Option Data
  • Option Choice Data
  • Check Data
  • Number data
  • Text data

-----------------------------------------------------------------------------------------------------------------------------

Related Articles

---------------------------------------------------------------------------------------------------------------------------

Did this answer your question?