It is possible, while filling out a form, to select which element(s) you want to display in your external lists. This option works whether it is a hierarchical, referential, referential-hierarchical or a code list.

Go to your online platform www.kizeoforms.com,

Click on the Form tab on your left

Create a form or click on My Form and select the form you want to modify.

Add the element that will be used as a filter for your external list; if you wish to filter your list with a field in your form. This element can be an ' Input field', a ' list'(or its label or code), a ' slider', a ' checkbox', a ' counter', a ' choice', a ' reference', a ' barcode', a ' NFC tag' a ' Calculation' element.

Add a List element you will link with your external list. In order to do so, click on the green pencil to access the settings of this element. Then, in the scroll bar, select your list.

Click on the Advanced tab. First of all, choose if you want to filter:

By one of the references of your list (either referential or referential-hierarchical list)

By one of the hierarchies or your list (either referential or referential-hierarchical list)

Using codes of your list.

Select the mathematical symbol that you wish to use.

Finally, select the element that will be used as a filter.

Then, you will be able to select what will be displayed on your list according to what will be put in your element (all types of elements we listed in the second bullet point), a fixed value or a customizable user field.

Filter by hierarchyFilter by codeFilter by reference

Let's take the example of our Timesheet template form (available for download in our library). It has a referential-hierarchical list; the hierarchy being the different departments of the company (highlighted in blue) and the references being details on each employee (such as hourly wage, position, email address, etc.) highlighted in yellow:

You are entering the hours worked by the employees of the IT department. Therefore, you only want the names of the employees belonging to the IT department to appear. In order to do so:

First, add an element that will be used as a filter. In our example, we will add at the beginning of the digital form, a list element called 'Department'.

Then, we use a second list element, in our case the list field is called 'Employee'. Go to the settings by clicking the pencil icon of this element. Then, in the Advanced tab, select the correct settings to filter your list > Choose the rule (by hierarchy) > Select the mathematical symbol; in our case '=' > And finally, select the element that will be used as a filter, in our case the 'Department' element created previously.

Create your external list with Excel

Fill out automatically several fields of your form with the referential list.

The Referential-Hierarchical list.

Assign a code to each element of your list.

Customize your reports and documents with the tags