Integrated List

Summary

When building your template form, the Integrated list question lets you build lists that integrate with InEight Platform master data library. The Integrated list question lets you add resource column fields in a series of cascading questions. You can use cascading questions to narrow down the selection of a resource. For example, you can add Vendor Region, Vendor Country, and Vendor City column fields of cascading questions to narrow the selection down to a city. The list pulls data from Platform’s resources in Main menu > Master data library.

Currently, the Integrated list feature is only available for Operational resources equipment and Vendors master data.

After you add the integrated list question, select the question, and then click the Configure button to choose from your selected resource’s column headings to add to the list.

The series of selected column headings fields show as a hierarchy and can be modified in any order.

After saving your integrated list configuration, each column heading option in the hierarchy shows as a series of cascading questions in your template form. You can add multiple series of lists to your integrated list.

Steps

To add and configure an integrated list:

1. In a new or unpublished form, drag the Integrated list question into the form.

2. Click the Integrated list question.

3. In the left slide-out panel, select from the Master data lists drop-down resources.

4. Click the Configure icon, and then select the fields to add to the list.

5. Click Add to list.

   Each field becomes a drop-down question in the form or task template and shows in a cascading manner. You can use the Move up and Move down arrows to modify the columns in a logical order according to your business process.

6. Click Save.

   You can reorder, add, and delete from your list by clicking on any of the list column attributes, and then clicking Configure.

Related links

InEight Platform Master Data Libraries