Form Builder Option Lists

What's covered:

• What is an Option List?
• How do I filter an Option List?

What is an Option List?

An option list is just what it sounds like; a list of options the user can choose from when collecting data.

Click here for more information on Option Lists.

How do I filter an Option List?

Using Condition Values, you can filter your Option List based on responses given in other elements on the form. We cleverly call these Smart Option Lists.

PLEASE NOTE: We highly recommend before proceeding that you understand how to create Pick Lists and the Option Lists associated with them as we will make this assumption in the steps below.

For this example, the user will first select an option from a Pick List element titled Hospital Wing. Based off of that choice, the options in the Hospital Department Pick List element will be filtered down.

STEP 1. Create your Hospital Wing Pick List element and attach the appropriate Option List. 

PICK LIST:

OPTION LIST:

STEP 2. Create your Hospital Department Pick List element and attach the appropriate Option List.

PICK LIST:

OPTION LIST:

STEP 3. Within the Hospital Department Option List, you will use Condition Values to define which options will be visible to the user based on the answer chosen in the Hospital Wing Pick List.

With the Option List opened, click the Condition Value button.

STEP 4. In the Condition Value field, we'll place the following:

hospital_wing==0

This is telling the options to only show if the first option in the Hospital Wing Pick List is chosen. hospital_wing is the data column name of the Hospital Wing element and "0" represents the first choice in the Option List.

There are other Condition Values further down the list. The idea is that if the user chooses the Heart Center option in the Hospital Wing element it will show the options with a condition of hospital_wing==0 (and those below) and if they choose Trauma and Emergency Center from the Hospital Wing element it will show the options with a condition of hospital_wing==1 (and those below).

STEP 5. Test it out on your device.

PLEASE NOTE: Option Lists are universal. If you have two or more forms using the same Option List, changes will be reflected in all forms.