Form Builder - List Block

Form Builder - List Block

Purpose Statement

The List Block in Form Builder enables users to create organized, structured lists within forms across multiple modules. This feature allows for clear presentation of information using either bulleted or numbered formats, improving form readability and data organization for field personnel and administrative users.

Background Information

The List Block is a versatile form element available in Form Builder that supports both ordered (numbered) and unordered (bulleted) list formats. This block is commonly used for creating checklists, procedure steps, or any content that benefits from structured list presentation. The List Block is available across Inspections, Permits, Invoicing and Fire Investigation modules, providing consistency in form design and user experience.

Required Permissions

Users must have Form Builder permissions and appropriate module access (Inspections, Permits, or Fire Investigation) to create or edit forms containing List Blocks. Specific permissions required:

  • Form Builder access
  • Edit permissions for the target module
  • Form creation/modification rights

Video


Step-by-Step Guide




1.  Create a new form or select edit to edit an existing form.






2. Mouse over in the left margin at the current block and select the + sign to add a Text Block under the current Block.





3. Select List from the drop down menu.






4.  Select "Tune" for options for the List Block:
  1. Unordered List (bullets)
  2. Ordered List - Starts with #1 and continues counting up when enter is selected
  3. Move Up, Down and Delete (select the X 2x to delete)






5. Enter text for your list as needed.



Best Practices

Content Organization:

  • Use ordered lists for sequential procedures, steps, or priorities
  • Use unordered lists for equipment inventories, requirements, or non-sequential items
  • Keep list items concise and actionable
  • Group related items together for better readability

Form Design:

  • Position List Blocks logically within your form flow
  • Consider using descriptive headers above List Blocks to provide context
  • Test list functionality across different devices (mobile, tablet, desktop)
  • Review completed forms to ensure list formatting displays correctly

Troubleshooting & FAQs

Common Issues:

  • List formatting not displaying correctly: Refresh the form builder and check your list type selection
  • Unable to delete List Block: Remember to click the X button twice to confirm deletion
  • Numbering sequence incorrect: Verify you've selected "Ordered List" and press Enter to continue sequence

Frequently Asked Questions:

  • Q: Can I mix ordered and unordered lists in the same form? A: Yes, you can add multiple List Blocks with different formatting types
  • Q: Is there a limit to list items? A: No specific limit, but consider form length and user experience when creating extensive lists
  • Q: Can field users edit list content? A: List content is static; field users cannot modify the list structure, only complete the form

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