Dropdown lists are a great option to use in your templates if you want to:
Limit and standardise the options
Avoid typing in the information
Avoid spelling mistakes
There are 2 fields where dropdown lists can be used:
List fields
Table fields featuring a list column or cell
Options
There are two ways to setup a dropdown list in a template:
Manually typed (created in the template builder)
Refer to a list (created in the list section of Dashpivot)
To decide which works best for you, you'll want to make 2 considerations:
Do you want to upload your list from a csv? If yes, you'll want to go with the 'Refer to a list' Option
Do you want to use the same dropdown list in multiple templates (or multiple times on one template)? If yes, you'll want to go with the 'Refer to a list' Option
If you don't need to do either of these, the best option is to manually type the list.
Manually typed
This option is the simplest:
Select 'manually typed'
Type in the list items
Refer to a list
To proceed with this option, you'll need to first setup the list and then come back to your template(s) and link it afterward:
Go to the lists section
Click the green plus button to add a new list
Enter a name for your list, then press enter
With your new list selected, populate the 'items' column with all the items you want to appear in the dropdown list. You can click the 'upload' icon to upload a csv file from excel. Note: only .csv files are excepted, .xlsx files do not work.
Once complete, go back to your template, click 'edit template' and open the template builder
You can now select 'refer to a list' and select the new list you just created
When you're done, click save at the bottom
You can link this list to any of your templates as many times as required
Notes:
Templates setup at the organisational level (in the template library) can only refer to lists also setup at the organisational level
Templates setup at team level can only refer to lists setup at project level
If you make a change to a list, this will automatically update on all the templates this has been linked to, and will update on everyone's devices for any new forms created (existing forms will not have the new options)