26Jun, 2017
2Comments

How To Use The External List Page

From the external list page, you can create, modify and delete your external lists. You can also manage their rights.

  • First, let’s log into your Kizeo Forms account from the online platform www.kizeoforms.com
  • Second, click the External lists tab on the left side of your screen-> Then My external list.

External lists page and its elements

1. General Use

In this section, we will go over the basics of this page, like for instance the display settings and the search bar option. 

Define the display settings.

You can now choose to display certain elements on your screen by selecting on the top left corner the number of elements you wish to be seen (see picture below). This setting will be automatically saved for the next time you will log in.

For instance, you can choose to display 10 elements on your page by clicking the scroll bar and put “10”.  Feel free to put any number of lists you want to be seen: 25, 50 or even 100 external lists.

 

External list display with Kizeo Forms

 

Sort The Display Of External Lists.

By clicking on My lists, Other lists available and/or Library, you will display all the external lists that have at least one or several of these filters.

 

Filter the display of your external lists

 

  • My lists : this filter displays all the lists you can access and edit.
  • Other lists available: this filter displays the lists that you can use in your forms but that you are not allowed to edit because your are not the owner.
  • Library: this filter displays the lists shared by group managers and administrator in the external list Library of the company account.

You can also sort the display by clicking directly on the heading or on the name of the owner.

 

Sort out headings external lists

 

External List Search.

To find a specific list, simply enter the name of your form, the name of your owner or the name of your heading in the Search bar that is on the top right corner of your screen.

External list search bar with Kizeo Forms

Deleting unused lists.

Click on « Delete unused lists » to delete the external lists that are not linked to a form.

How to delete unused external lists

Advanced Options For External Lists.

Click on the blue arrow to display advanced features of your external list.

Features of external list

  • By clicking on « Owner », you can define who is the owner of your external list. This allows the group manager of this list to use and modify it.

Change owner external list

  • By clicking on « History », you will display all the previous changes made on your external list.

External List history changes

Note: You will not be able to see the changes made.

  • Click on « Share » to add your external list to your Library of external lists.

Share setting external list

A shared external list allows the group managers to use or copy this external list, that can be accessed from the Library.

For a group manager:
Using an external list give the option to add this list to other available lists, but only the owner will be able to modify it. If the owner does modify it, it will automatically make the modification on the one that is in his account.
Copying an external list give the option to use and modify this list. However, if the owner modify this original list that you have copied, the changes made won’t appear on your copy.

Create copy of external list

  • Clicking on « Delete » will delete the list from your account.

Note: You will also find these options on the main editing screen while you are modifying your external list.

external list advanced settings

2. The Headings

This page allows you to manage the heading of your external lists. 

Set and modify the headings of external lists
  • First, let’s log into your Kizeo Forms account from www.kizeoforms.com
  • Second, go to the left side of your screen and click the External lists tab > My external list.
  • Click on the Heading button on the top right corner of your screen.

Search and edit the external list headings

  • By clicking on the pen icon on the left, you will be able to re-name your heading.

Modify the name of the heading

  • By clicking on the number of lists, you can directly display the external lists that are part of this heading.

Sort out headings external lists

  • Enter the name of your heading in the Search bar on the top right corner of your screen in order to find the heading you’d like.

3. Creating new lists

You have two options to create your external list, either by entering the text manually or by importing an Excel file.  

First option: write manually the elements of your list.

Second option: import an Excel file.

4. Modifying an existing list

You have two options to modify your external list, either by entering the text manually or by importing an Excel file.  

  • Click on the pen icon that appears on the left of your list in order to modify it.

How to modify an external list

 

First option. Modify manually the elements of your list.

The same way you create your list from scratch, you can modify manually an existing list.

How to edit manually an external list

Second option. Importing an Excel file to update your list.

From the Excel Tab, you have 2 options to modify your external list:

 

How to import an Excel file

 

  • The first one is to download an empty Excel template that will be already filled with the proper header (level_label, label and ref, etc.)
    For instance, if you have a hierarchical list, your header will start with level_label.

Par exemple, si vous possédez une liste hiérarchique, votre entête commencera par level_label.

  • The second one is with your existing external list. This can be convenient if several modifications must be made inside a long list.

List Cities and Names

  • Then click on the Excel button and then Click or drop your Excel files here (.xlsx) to insert your template.

Once your list is imported, you have two options:

  • Overwrite everything: this will substitute all your list with the new content imported.

Overwrite external list

  • Change and Add : this option will automatically detect the elements that are similar with those of the original list (and will keep them) and detect the elements that have been changed (and only change those). If there is new elements in your lists, those will be added.

Change and add excel list

Tip: To make the modification of your lists easier, we highly recommend you to always add a code to the labels (and level_label) of your external list. This will allow you to modify a label.

  • Then click on the Confirm the changes and go back to Edit button in order to save the modification.

Go a little bit further…


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We would be glad to hear any question, comment or suggestion you may have !


There Are 2 Comments

  • Riccardo

    01 May, 2019

    Hello.

    In the local agency of our company we have a database, and we have about one hundred customers per day, whose data are all stored in the aforementioned database. It is part of a larger software tailor-made for our company, and it is poorly compatible with spreadsheets (Excel etc.).

    Would it be possible to connect Kizeo to the database? If yes, our employees will be saved the time to rewrite a dozen data from the database to the Kizeo form for each customer.

    • Adeline Lucarelli

      02 May, 2019

      Hello,

      Yes, it’s possible with our API if you have a developer in your company who has the qualifications to handle it.
      You will find all the necessary informations to this link: https://www.kizeoforms.com/doc/index.php

      I remain at your disposal if you need.
      Sincerely

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