Forms
Connect a dropdown to a managed list
Use one tenant-wide list (Vehicle Types, Hazards, Risk Severity) on every form. Edit once, every form updates.
Two ways to fill a dropdown
Every Drop-down List field has an Options source picker in its Details panel:
1. Manual options: type the options into the field. Best for one-off lists. 2. Managed list: pick a tenant-wide list. Workers always see the latest items every time they open the form.
Where managed lists live
Side nav → Managed Lists. You can create new lists there, add items, mark items active or inactive, and toggle "Include Other" so workers can type a custom answer.
Connecting on the form
In the Form Builder, expand a dropdown field's Details panel. The Options source select lists every managed list in your tenant. Choose one and the field is connected. A "Manage lists" link sits next to it for quick navigation.
If you add a brand-new dropdown to a form, the Details panel opens automatically so you can connect it right away. Forgot? The row shows an amber Choose list chip until you connect a source.