Before proceeding, ensure that you have successfully added your custom field details. The steps below apply to the custom field set up as a list only.
There are three ways how to add list items:
Manual creation
API
To add list items manually
Go to Admin > Custom Fields page. Then select the list field you created. Under the List items tab, click + Add item.
Add the list item's details and click Add item.
You can find each field's details and descriptions here.
To add list items through excel template
IMPORTANT
You can only add new list items. It is not possible to update existing list items via Excel.
Do not rename, remove or change the order of the columns in the Excel file.
Go to Admin > Custom Fields page. Then select import list items.
Click the template to download the list items file.
Fill in all the required columns or data.
You can find each field's details and descriptions here.
Once done, save the template as an Excel workbook (.xlsx) on your desktop and click + to select the saved file or drag the file to the page to upload.
List Item Fields and Description
Field | Description |
Name
For excel template: List item name | Enter the name of the list items. This will be visible to the end-users and will show from the custom field's drop-down menu. |
External ID
| Enter the code or id of the list item. It needs to be unique for each list item.
|
Status | Add a checkmark to set the list item active.
For excel template: Enter 1 to set the list item to active Enter 0 to set the list item to inactive |
Limit to branch optional | Add a checkmark and select from the drop-down menu which branch/es should the list items be available to. |
Limit to project optional | Add a checkmark and select from the drop-down menu which project/s should the list items be available to. |
Default item optional | Add a checkmark to set the list item as default. This item will show on the custom field as a default value but end users can still change it. |
Custom Field Name (for excel template only) | Enter the custom field name where you wanted to add the list item. |
Branch Name (for excel template only) | Enter the Branch Name and Branch if you want to limit a list item to one branch. |
Branch External ID (for excel template only) | Enter the Branch ID if you want to limit a list item to one branch |