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 set up a dropdown list in a template:
Manually typed (created in the template builder)
Link 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 'Link 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 'Link 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 of items
Link to a list
To proceed with this option, you'll need to first set up the list and then come back to your template(s) and link it afterwards:
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 'link 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 set up at the organisational level (in the template library) can only refer to lists also set up at the organisational level
Templates set up at the team level can only refer to lists set up at the 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)