Purpose Statement

This article explains how to add and configure a list within First Due's Form Builder. Lists allow users to organize information into numbered or unnumbered items, helping create structured, easy-to-read forms.

Background Information

The List option in Form Builder allows users to create and customize lists within a form.

Users can:

• Create lists with multiple entries.
• Choose between ordered (numbered) and unordered (unnumbered) lists.
• Convert lists into other content types, including text, quotes, checklists, and headings.
• Move lists up or down within a form.
• Delete lists that are no longer needed.

Required Permissions

Users must have the appropriate permissions to access and edit forms within Form Builder.

Video

Step-by-Step Guide
 

Step 1: Open the Form

1. Navigate to Form Builder.
2. Open an existing form that you want to edit.
   
   

Step 2: Add a List

1. Within the form, locate the Add option.
2. Select List.
3. A new list block will appear in the form.
   
   

Step 3: Enter List Items

1. Click inside the list block.
2. Type the information you want to include as your first list item.
3. Press Enter to create the next list item.
4. Continue entering information until your list is complete.
   
   
   
    

Step 4: Configure the List

1. Locate the six-dot menu on the left side of the list block.
2. Select the menu to display the available configuration options.
3. Choose from the following options:
   • Ordered: Displays list items with numbers.
   • Unordered: Removes numbering from the list.
   • Convert To: Changes the list to another content type, including text, quote, checklist, or heading.
   • Move Up: Moves the list higher within the form.
   • Move Down: Moves the list lower within the form.
   • Delete: Removes the list from the form.
     
     

Step 5: Save the Form

1. Once you have finished configuring the list, select Save.
2. Reopen the form to verify that the list appears as expected.
   
   
    

Best Practices

• Use ordered lists when information needs to follow a specific sequence.
• Use unordered lists when the order of the information is not important.
• Keep list entries concise and easy to understand.
• Use the six-dot menu to adjust the list's position within the form.
• Review the form after saving to confirm that the list displays correctly.

Troubleshooting & FAQs

How do I change a numbered list to an unnumbered list?

Select the six-dot menu next to the list and choose Unordered. This removes the numbering.

Can I change a list into another content type?

Yes. Select the six-dot menu and use the conversion options to change the list into text, a quote, a checklist, or a heading.

How do I move a list to another position within the form?

Select the six-dot menu and choose Move Up or Move Down to reposition the list.

How do I remove a list from my form?

Select the six-dot menu and choose Delete.

Why isn't my list appearing when I reopen the form?

Confirm that you selected Save after making your changes. Reopen the form to check whether the list was saved.