Purpose

This article explains how to add and configure dropdown list fields in Damstra Forms to streamline data entry and ensure consistency.

Overview

Dropdown lists allow users to select one or more items from a predefined list. They help speed up data entry and reduce errors by preventing misspellings and inconsistent formats (e.g., abbreviations).

Add a list field to your form

To add a list field while editing a template:

1. Double-click or drag and drop the List control from the left panel.
2. Click the cogwheel icon on the List field to open the Settings panel.

3. Configure the following options:
   • Display Name: Set the label for the field.
   • Mandatory selection: Choose whether users must select an item.
   • Selection type: Allow either single or multiple selections.
   • List Type: Choose the source of the list items (see below for a description of each type).

Tip: When exporting data from multi-select lists, use the Group list items option to control whether items are exported together or across multiple rows.

List types and their sources

Custom list

Create a list specific to the template. Only template administrators can add, edit, or delete items. Form users cannot modify the list.

Company list

Pull items from the Company List available in the web app under Admin → Companies.

Organization list

Draws items from a selected Organization List. Form users can add, edit, or delete items unless the list is locked.

Project list

Draws items from a selected Project List. Form users can add, edit, or delete items.

WBS item

Display items from the current project’s Work Breakdown Structure (WBS).

Note: If you don’t see the WBS Item list type, contact Damstra Forms Support to enable it.