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Guides related to Option Lists and Option Sets

Help Guides provide in-depth explanations of key features, with step-by-step detail, to help you get the most from your automation.

Create Option Lists and Option Sets Help Guide

Option Lists are custom sets of choices (radio buttons, drop-downs, or checkboxes) created within a form to let fillers select from multiple options, with features like reordering, logic conditions, and an “Other” toggle for free-text answers. Option Sets are reusable saved lists, such as days of the week or states, that ensure consistency and save time by avoiding the need to rebuild common lists in every form. Builders can create Option Sets in Application Settings or directly from a field, then insert, edit, or adapt them as needed for different forms.

Read the Help Guide