16Sep, 2016
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Understanding and using the Hierarchical list

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.

Step 1: Create your Hierarchical list.

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.

1. Import an Excel file.

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.

2. Manually enter your Hierarchical list.

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

Create a new list

 

  • Name your list and the heading (on the left side) and then write the content of your list (on the right side) as shown in the picture below.

Name heading and list content

Be careful: The next step is very important because it will define your list. You need to type it as follows:

United StatesFloridaMiami
United StatesFloridaOrlando
United StatesTexasHouston
United StatesTexasAustin
United StatesCaliforniaSan Francisco
United StatesCaliforniaLos Angeles
CanadaOntarioToronto
CanadaOntarioOttawa
CanadaQuebecQuebec
CanadaQuebecMontreal
CanadaBritish ColumbiaVancouver
CanadaBritish ColumbiaVictoria
EuropeBrussels

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:

  • On Windows PC:  Alt gr + 8
  • On Mac:  « Alt » + « Shift » + « : »

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.

Note:

  • For technical reasons, some special characters are not allowed, such as: » ; /
  • A line in your list cannot have the same number of level. For instance, the EuropeBrussels only has one level.
  • If you are going to make changes regularly, we recommend you to add codes to your list (code:label|référence).

Slider: images not found

From this point, the good news is that you have just done the hardest part!

Step 2: Insert your list in a form.

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

Insert list in form

Under the Features tab, select the created list (in our example, ‘List of cities’).

Select external list form

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.

  • Don’t forget to confirm your settings and save your form.

View from the mobile device.

See below what your Hierarchical list will look like on your mobile device.

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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 tutorialHow to customize your PDF or Word files  with Kizeo Forms.


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