Lists

Overview

Learn about lists in PlanRadar and how they are related to forms.

What is a List?

A list in PlanRadar is a set of values that is assigned to a list-type form field to provide the user with a drop-down menu from which to select values in the ticket. Lists can save you time when filling in ticket forms and ensure consistent data entry.

If you want to collect information about the weather in some of your tickets, you can use a list field in the form. Then assign a list with, for example, five weather conditions you want to track. Lists are also great for filtering tickets and for statistics to see trends in selected list items.

Also read about Tickets & Forms fundamentals.

Example of creating a list for weather conditions:

In the ticket you have a drop down menu:

Lists can be used not only for ticket forms, but also for project reports.
Read more in Create & Edit Field Mappings.

Create Lists

Global Lists vs. Project Lists

When creating a list, you should first consider whether you want to use it in multiple projects or if it is relevant to only a single project.

• Global lists are created for the whole account and can be assigned to multiple projects.
• Project lists are created in a project and cannot be used in other projects.

You can also import lists from Excel.

Read more in Create & Edit Lists.

Multilevel Lists

If you have a list with many items, you can structure it into multiple levels, to make it easier to find the right values when filling in ticket forms. PlanRadar supports up to 10 levels within each list.

Multilevel lists appear collapsed with an arrow next to items with sub-items:

Read more in Create & Edit Lists > Multilevel Lists.

Creating multilevel lists is available in Pro and Enterprise plans. Read more in Pricing and Subscription.

Assign Lists to Forms

When creating a form you can assign default lists to list-type form fields.

You can also define default list settings including:

• Allow multiple selection of list items
• Disable certain list items
• Set the list field to mandatory to ensure an item is selected before saving a ticket.

Read more in Create & Edit Forms > Assign a Default List.

When you add a form to a project you can either use the default list and settings or change them for that project.

Read more in Manage Forms of a Project > Assign List.

Manage Lists

You can duplicate or delete lists.

Read more in Manage Lists.