Create & Edit Lists

Overview

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.

Read more in 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.

How to access

To access global lists:

1. Click Forms and Lists
2. Click Lists

To access project lists:

1. Click Projects
2. Select the project from the list
   
3. Click Lists
4. Click + Create new project-list
   
5. Then follow the instructions below like for global lists.

Create Lists & Add List Items

To create a global list:

1. Click + Create new list
   
2. Type the list name
3. Click Apply
   
4. Click + Create item
   
5. Type the item's name
6. Click ✔ to add the item to the list
   
7. Repeat steps 4, 5, and 6 for each list item you want to add
8. Click Save
   

To quickly add multiple list items, press ENTER on your keyboard to confirm the item name and enter the next one below:
Press Crtl + ENTER to confirm without creating another item.

Import Lists Items from Excel

Import from Excel will only create items from the first column:

To import list items from an Excel file:

1. Open the more menu
2. Click Import list items
3. Select the Excel file in the file browser

Edit Lists

To edit a list:

1. Click on the list
   
2. Click Edit list
   
3. Make your changes as described below, such as sorting, renaming or deleting list items, and add list items as described above in Create Lists & Add List Items.
4. Click Save
   

Change the Order of List Items

Use drag and drop to change the order of list items:

1. Hover over the item that you want to move and drag it while holding down the mouse button.
2. Move it to where you want to drop it and release the mouse button.
   The blue line and dot on the left indicate the target position.
   

Sort List Items Alphabetically

To sort list items alphabetically:

1. Click Sort
   
2. Click Sort ascending (A-Z)
3. OR Click Sort descending (Z-A)
   

In case of multi-level list, items will be sorted per level.

Rename List Items

1. Hover over the list item
2. Click the Edit icon
   
3. Enter the new name
4. Click ✔ to confirm
   

Delete List Items

To delete list items:

1. Hover over the list item
2. Click the Delete icon

Rename Lists

To rename lists:

1. Open the More menu
2. Click Rename list
   
3. Enter a new name
4. Click Apply
   

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.

Create Multilevel Lists & Add List Items Under

To create multilevel lists:

1. Create a list as explained above
2. Hover over the list item under which you'd like to add list items
3. Click the + sign next to the item
   
4. Enter the item's name
5. Click ✔ to confirm
   
   

   You can press Enter to complete the item and create another item on the same level or Ctrl + Enter to complete the item.

6. Repeat to add as many items as wanted
7. Click Save to create your list
   

Change the Level of List Items

Use drag and drop to change the level of list items:

1. Hover over the item that you want to move and drag it while holding down the mouse button.
2. Move it to where you want to drop it and release the mouse button.
   The blue line and dot below the parent item indicate the target position.
   

Expand/Collapse All

To show all list items of all levels:

1. Click Expand all

To show only the first level list items (if all are expanded):

1. Click Collapse all