Custom Elements | Configure Custom Lists

This feature allows the administrator to create custom lists with values in it which have similar properties. These lists could then be used in custom elements as drop down menus, where the user could provide feedback for the assessment by selecting a value from the drop down. E.g. The administrator could create a custom list to have all the branches of your organisation. This custom list could then be used in a criteria under a custom element asking, ‘Are you satisfied with how you are being managed?’. When the user is assessing, they could simply pick a branch from the drop down provided with the criteria rather than typing the branch name.

To configure a custom list and use it in a custom element, follows the steps below: 

• STEP 1: Go to Custom Elements > Configure Custom Lists.

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Figure 1.1

• STEP 2: Scroll to the bottom and type in the custom list name you want into the input box under the 'Custom List Name' column and click Add to create the custom list.

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Figure 1.2

• STEP 3: Click the View button which is located next to the custom list you created. A new window will open which will allow the user to add values for the custom list.

• STEP 4: Enter the required information as described below and click Add to add the value into your custom list.

Once the custom list is configured, you can use it in your custom element. To do this, follow the steps below:

• STEP 1: Go into your custom element and add a criteria with the field type as Single select drop down or Multi select drop down.

• STEP 2: Once the criteria is added, click the View button located next to it. This will open a popup which will allow you to select the list for the drop down.

• STEP 2: Select the list for your drop down. Here the administrator can choose whether to use a custom list or a system list for the drop down. Custom lists are the lists which the administrator created under the Configure Custom Lists page and the system lists are lists available within the system (E.g. The administrator can find a system list called, 'Directorate'. This would list all the Directorates in the organisation for the assessee to select from the drop down). After selecting the list, click Save to apply the list for the drop down.

When the user is assessing the criteria in your custom element, they will be asked to provide feedback as shown in the figure below.