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12Sep, 2016
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Understanding and using the Referential-Hierarchical list

Save time and avoid errors when filling your digital form with the Referential-hierarchical list!

A Referential-hierarchical list is a Hierarchical list mixed with a Referential list. The Hierarchical list will allow you to narrow down your search adding several categories, or ‘levels’ (up to 9). After that, the Hierarchical list will automatically fill several reference field at once (up to 49).

Let’s take an example:

A company has a CRM file with all its customer contact details. We want to insert those informations into a list to avoid mistyping and simply to save time. But first of all, we would like to narrow down the area where the customer is living, first by state, then by city and finally by county. When we finally select the county, the name of the customers will appear. When selecting one of them, the complete contact details of that person will automatically appear.

Step 1: Create your Referential-hierarchical list.

The Referential-hierarchical list is an external list. You have two options to create this list, either by importing an excel file or by entering it manually.

1. Import an Excel file.

We highly recommend you this method if you are going to create long lists. Please, read this tutorial on how to create external list from an Excel file and put the right settings to your Referential-Hierarchical list.

2. Manually enter your Referential-Hierarchical list.

  • Go to the online platform and click on Create an external list under the External lists option

Create a new list

 

  • Give a name to your list and the heading (on the left side) and write the content of your list (on the right side)

Name heading and list content

 

  • Your have to write your list the following way:

Add a level and reference to your list

Be careful: This step is very important because it will define your list.

  • The items that will be part of the hierarchical list (all the text highlighted in blue in the picture above) should be separated by an anti-slash: . On your PC, you can add it by typing « Alt gr » + « 8 » and on Mac « Alt » + « Shift » + « : ». This part of the list will end with this character: |. You can add it by typing « Alt gr » + « 6 » on an azerty keyboard and typing «Alt gr » + « 1|& » on a qwerty keyboard. On Mac, type « Alt » + « Shift » + « l » on your azerty keyboard and type « Alt » +« 7 » on your qwerty keyboard.

The items that are highlighted in yellow in the picture above, which is actually the referential part of your list, will be separated by this character: |.

CaliforniaLos AngelesLong BeachBarbara|Wood|4Long beach|4550 Broadway Dr|45687
CaliforniaLos AngelesPasadenaBrad|Clayton|Pasadena|1330 Main Street|89907
CaliforniaLos AngelesSanta ClaritaSarah|Hornbeck|Santa Clarita|150 Lincoln Ave|78906
CaliforniaSan DiegoCentral San DiegoJim|Bale|Central San Diego|1001 North Freeway St|46694
CaliforniaSan DiegoNorth San DiegoPatrick|Ford|North San Diego|500 Washington Ave|46693
CaliforniaSan DiegoSouth CountyPeter|Ericsson|Alameda|3080 Meadow lake Dr|46690
CaliforniaSan FranciscoAlamedaFournier|Mila|1 avenue du général Leclerc|Dijon|0412347895
CaliforniaSan FranciscoSanta ClaraVanessa|West|Santa Clara|344 Alemeda St|46692
FloridaMiamiPalm BeachJennifer|Gallager|Palm Beach|100 NE Ave|68890
FloridaOrlandoAlamonte SpringBrad|Hamilton|Alamonte Spring|5600 King boulevard|57890
FloridaOrlandoDaytona BeachKimberly|Jones|Daytona Beach|1235 Oak boulevard|46798
FloridaTampaHillsboroughJeff|Peterson|Hillsborough|538 Martin Luther King Jr.|68905

 

Example:

In our example above, when you select the state of California, three options of cities will appear: Los Angeles, San Diego and San Francisco. If you select Los Angeles, you will then have two options of counties: Long Beach and Pasadena. When you select Long Beach, the name of the customer located in that area ‘Barbara Wood‘ and all the contact detail of that person will appear automatically (reference fields).

NB : For technical reasons, some characters are not allowed, such as: » ; /.

Good job! You have done the hardest part!

Step 2: Insert your list in a form.

  • Now go into the creation of your form and insert a list by dragging the List item into the blue box.
  • Go into your List options by clicking on the green pencil icon.

Insert list in form

  • Now select the Features tab of the List item, in the search bar select your External list.

Insert your list in a form

NB: It is impossible to set a Hierarchical-Referential list as ‘multiple selection’.

/! Do not forget to Confirm your changes and save your form.

Step 3: Set the Reference field.

  • Insert a Reference element in your form and go into its features by click the green pencil icon.

Insert a reference field

  • Go to the Features of the Reference field, put the proper settings. First, you need to define which list will be linked to this field. Second, you need to mention which column of the referential list will be in this field.

Set the Reference field

  • Repeat the operation for each of the columns you have in your document. In our example, we have five columns (but 6 labels). So we add five Reference elements and put the correct settings.
  • In the Field scroll bar, select your List: in this case ‘List of customers’. In the Column scroll bar, select the column you want. The first column, which is the one beginning with label, cannot be put in the Reference field. So, you are able to select starting from the second column. In this case, we chose the second column.

Features field column list

  • Repeat what we just did for each column your have in your document. In our case, we have 4 ref columns (5 including the label). Then, we need to insert 4 Reference elements into our form and put the correct settings for each one of them. The last element will look like this:

Field and Column features

NB: The Modifiable entry option enables the mobile user to edit this field when inputting the data. By default, the Reference field is not editable.

/! Do not forget to Confirm your settings and save your form.

View from your mobile device.

Here is what you will see on your mobile device:

Referential-Hierarchical-list

Tip: you can display all your hierarchic list or part of it in your customized Word or Excel file. To learn how to use your tags properly, please have a look at the tutorial The Tag option.

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