Understanding and using the Hierarchical list
A Hierarchical list is a list that allows you to sort your information by categories. You can create up to 9 different levels.
For instance, you can create a list with countries, states and cities. In the first level of your list, you select the ‘country’. When selecting it, you will go the the second level which is ‘States’, you select one. And finally you will access the third level which is ‘city’, and you can select a city.
A Hierarchical list must be an External list.
To create a Hierarchical list, go to Configuration -> External Lists and click the button New List.
You have two options, you can either import an excel file or enter the list manually.
We highly recommend you to create and import an Excel file, especially for long lists. Learn how to create an external list from an Excel file reading this tutorial.
Be careful: The next step is very important because it will define your list. You need to type it as follows:
To help you define the levels of your external list, you can use the Add a level button. This will automatically add an anti-slash and highlight the word selected in a different color.
A Hierarchical list can have up to 9 columns.
Tip To generate a vertical bar, also called « Anti-slash » to separate the items of your list, you can also type:
Example Let’s take the example of the United States category. By selecting « United States », you will then go to the next level which offers you to choose between those three options: Florida, Texas or California. By selecting California, you will then have to choose between San Francisco or Los Angeles.
From this point, the good news is that you have just done the hardest part!
Under the Features tab, select the created list (in our example, ‘List of cities’).
NB: You can decide whether you want your list to be a multiple selection list, in order to be able to select multiple items during entry. In this case, remember to check the ‘Multiple selection’ box that is located in the Features.
See below what your Hierarchical list will look like on your mobile device.
Tip: you can display all or a part of your hierarchy list in your personalized Word or Excel file. To get to know the syntax to use the tags, please have a look at the tutorial “How to customize your PDF or Word files“ with Kizeo Forms.
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