{"id":89466,"date":"2016-09-01T11:19:57","date_gmt":"2016-09-01T09:19:57","guid":{"rendered":"https:\/\/kizeoformscom.kinsta.cloud\/code-list\/"},"modified":"2021-04-27T16:26:54","modified_gmt":"2021-04-27T14:26:54","slug":"code-list","status":"publish","type":"post","link":"https:\/\/kizeoformscom.kinsta.cloud\/en-us\/code-list\/","title":{"rendered":"How To Use The Code List"},"content":{"rendered":"<p style=\"text-align: justify;\"><em>Give a code to each item of your list or to each choice field.\u00a0<\/em><\/p>\n<p style=\"text-align: justify;\">The<strong>\u00a0Code<\/strong>\u00a0<strong>List\u00a0<\/strong>allows you to change the name of a particular item when your export your form. Meaning that while filling the form in the field, the mobile worker will see the name of an item, and when the form will be exported a different name or reference will appear.<\/p>\n<p style=\"text-align: justify;\"><span style=\"color: #95c01f;\"><strong>Comment:\u00a0<\/strong><\/span>\u00a0If the items of your list\u00a0are not a single word but <b>several words<\/b>, such as<strong>\u00a0<\/strong>\u201cTourist airplane\u201d, \u00a0it is\u00a0<strong>important<\/strong>\u00a0to define a\u00a0<strong>Code<\/strong>\u00a0to be able to use certain <a href=\"\/\/kizeoformscom.kinsta.cloud\/en\/tags-help-customise-your-report-and-your-e-mails\/\" target=\"_blank\" rel=\"noopener noreferrer\">item tags<\/a>\u00a0in your customized\u00a0<a href=\"\/\/kizeoformscom.kinsta.cloud\/en\/custom-made-word-pdf\/\" target=\"_blank\" rel=\"noopener noreferrer\">Word\/PDF<\/a> or <a href=\"\/\/kizeoformscom.kinsta.cloud\/en\/custom-made-excel\/\" target=\"_blank\" rel=\"noopener noreferrer\">Excel\/PDF<\/a>.<\/p>\n<h2 class=\"p1\"><span class=\"s1\"><b>Step\u00a01 : Create your Code List.<\/b><\/span><\/h2>\n<h3 class=\"p1\"><span class=\"s1\"><b>Option 1. Put a code from your Excel file.<\/b><\/span><\/h3>\n<p class=\"p1\"><span class=\"s1\">It is by far the best option if you want to create a long list. For more details on how to proceed, read <a href=\"\/\/kizeoformscom.kinsta.cloud\/en\/create-external-lists-on-excel\/\" target=\"_blank\" rel=\"noopener noreferrer\">this tutorial.<\/a>\u00a0<\/span><\/p>\n<h3 class=\"p1\"><span class=\"s1\"><b>Option 2.\u00a0<\/b><\/span><span class=\"s1\"><b>Enter manually your referential list by creating a new external list.<\/b><\/span><\/h3>\n<ul class=\"ul1\">\n<li class=\"li2\"><span class=\"s1\">Go to the\u00a0<b>online platform<\/b>\u00a0-&gt;\u00a0<b>External Lists<\/b><\/span><\/li>\n<li class=\"li2\"><span class=\"s1\">Click on the <strong>Create an external list<\/strong> button.<\/span><\/li>\n<li class=\"li2\"><span class=\"s1\">Enter the items of your list like this: \u00a0&#8216;<strong>Put your code here<\/strong>&#8216;<b>:&#8217;Put the name of your item here&#8217;\u00a0<\/b><\/span><\/li>\n<\/ul>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-full wp-image-10430\" src=\"\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2016\/12\/code_list_manually-1.jpg\" alt=\"Enter code list manually\" width=\"738\" height=\"360\" srcset=\"https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2016\/12\/code_list_manually-1.jpg 738w, https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2016\/12\/code_list_manually-1-300x146.jpg 300w\" sizes=\"(max-width: 738px) 100vw, 738px\" \/><\/p>\n<p style=\"text-align: justify;\">The text in grey in the picture above is called &#8216;<strong><em>Code<\/em><\/strong>&#8216;. It is the text that will appear on your report. When you type &#8220;:&#8221; after a group of words, it will automatically convert this text in code. The text in black after the\u00a0&#8220;:&#8221; is the name of your item, the one that the mobile user will see when filling the digital form.<\/p>\n<p class=\"p1\" style=\"text-align: justify;\"><span class=\"s1\"><strong>Comment<\/strong>\u00a0<\/span><span class=\"s2\">:\u00a0The &#8216;Code&#8217; doesn&#8217;t appear on the mobile device when filling the form from your mobile device.\u00a0<\/span><\/p>\n<h2 class=\"p1\"><span class=\"s1\"><b>Step\u00a02:\u00a0Insert your list.<\/b><\/span><\/h2>\n<ul class=\"ul1\">\n<li class=\"li2\"><span class=\"s1\">Now Create a new form.<\/span><\/li>\n<li class=\"li2\"><span class=\"s1\">Insert a <strong>List<\/strong> element by dragging it in the Edit box:<\/span><\/li>\n<\/ul>\n<p><a href=\"https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2021\/01\/add-list-referential-list-1.png\"><img decoding=\"async\" class=\"aligncenter wp-image-104754 size-full\" title=\"Insert list element in form\" src=\"https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2021\/01\/add-list-referential-list-1.png\" alt=\"Insert list in form\" width=\"1200\" height=\"631\" srcset=\"https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2021\/01\/add-list-referential-list-1.png 1200w, https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2021\/01\/add-list-referential-list-1-300x158.png 300w, https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2021\/01\/add-list-referential-list-1-1024x538.png 1024w, https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2021\/01\/add-list-referential-list-1-768x404.png 768w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li class=\"p1\"><span class=\"s1\">Click on the green pencil icon of the <strong>List<\/strong> element (We will name it &#8216;<em>Who should you contact<\/em>&#8216;) and go the <strong>Features<\/strong>. Select your external list in the scroll bar External list:<\/span><\/li>\n<\/ul>\n<p class=\"p1\"><span class=\"s1\">\u00a0<a href=\"https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2021\/01\/external-list-code.png\"><img decoding=\"async\" class=\"aligncenter wp-image-104806 size-full\" title=\"Select external list with code\" src=\"https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2021\/01\/external-list-code.png\" alt=\"Select external list with code\" width=\"1200\" height=\"651\" srcset=\"https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2021\/01\/external-list-code.png 1200w, https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2021\/01\/external-list-code-300x163.png 300w, https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2021\/01\/external-list-code-1024x556.png 1024w, https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2021\/01\/external-list-code-768x417.png 768w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><\/a><\/span><\/p>\n<p class=\"p1\"><span class=\"s1\"><b>Tip: <\/b><\/span><span class=\"s2\">Instead of selecting your list in the scroll bar, you can also<strong> type it or paste it directly<\/strong> into the <strong>&#8216;List items&#8217;<\/strong> box:<\/span><\/p>\n<p class=\"p1\"><a href=\"https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2021\/01\/options-list-code.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-104813 size-full\" title=\"Type or paste your list with code\" src=\"https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2021\/01\/options-list-code.png\" alt=\"Type or paste your list with code\" width=\"1200\" height=\"651\" srcset=\"https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2021\/01\/options-list-code.png 1200w, https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2021\/01\/options-list-code-300x163.png 300w, https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2021\/01\/options-list-code-1024x556.png 1024w, https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2021\/01\/options-list-code-768x417.png 768w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><\/a><\/p>\n<p class=\"p1\">Don&#8217;t forget to confirm your those changes and save your form.<\/p>\n<h2 class=\"p1\"><span class=\"s1\"><b>Create a Code List for your e-mails.\u00a0<\/b><\/span><\/h2>\n<p class=\"p2\" style=\"text-align: justify;\"><span class=\"s1\">Let&#8217;s take the example of a sale representative that fill the form on the field, right after visiting a client. He wants to send <a href=\"\/\/kizeoformscom.kinsta.cloud\/en\/automatically-send-reports-e-mail\/\" target=\"_blank\" rel=\"noopener noreferrer\">by e-mail<\/a> a\u00a0quote or a presentation\u00a0of his products to the client. He will create a contact list with the e-mail adresses of each one of his\u00a0clients. <\/span><\/p>\n<p class=\"p2\" style=\"text-align: justify;\"><span class=\"s1\">He will use a code list. The code being in this case the\u00a0e-mail address and the item being the name of the company the client work for. When filling the form on his phone, the sale representative will only see the company name. When the PDF report will be sent, the e-mail address will appear instead of the company name.\u00a0<\/span><\/p>\n<p class=\"p1\"><span class=\"s1\"><b>Settings<\/b><\/span><\/p>\n<ul class=\"ul1\">\n<li class=\"li1\"><span class=\"s1\"><strong>Create<\/strong> a form and add a <strong>List<\/strong> or <strong>Choice<\/strong> element.<\/span><\/li>\n<li class=\"li1\"><span class=\"s1\">Go the the <strong>Features<\/strong> of this element by clicking the blue pencil icon.\u00a0<\/span><\/li>\n<li class=\"li1\"><span class=\"s1\">Enter the <strong>content<\/strong> of your list choosing one of this 2 methods:<\/span><\/li>\n<\/ul>\n<ul class=\"ul1\">\n<li class=\"li1\"><span class=\"s1\"><span style=\"text-decoration: underline;\">Method 1<\/span> with <em>&lt;&gt;<\/em><\/span><\/li>\n<li class=\"li1\"><span class=\"s1\">Jim\u00a0GALLAGER &lt;<a href=\"mailto:durand@kizeo.com\"><span class=\"s2\">jim@company.com<\/span><\/a>&gt;<\/span><\/li>\n<li class=\"li1\"><span class=\"s1\">Todd\u00a0KLEIN &lt;<a href=\"mailto:dupond@kizeo.com\"><span class=\"s2\">todd@company.com<\/span><\/a>&gt;<\/span><\/li>\n<li class=\"li1\"><span class=\"s1\">Brad\u00a0FOX &lt;<a href=\"mailto:test@kizeo.com\"><span class=\"s2\">brad@company.com<\/span><\/a>&gt;<\/span><\/li>\n<\/ul>\n<ul class=\"ul1\">\n<li class=\"li1\"><span class=\"s1\"><span style=\"text-decoration: underline;\">Method 2<\/span> with\u00a0<em>code:label<\/em><\/span><\/li>\n<li class=\"li1\"><span class=\"s1\">jim@company.com: Jim\u00a0GALLAGER<\/span><\/li>\n<li class=\"li1\"><span class=\"s1\">todd@company.com:Todd\u00a0KLEIN <\/span><\/li>\n<li class=\"li1\"><span class=\"s1\">brad@company.com:Brad\u00a0FOX<\/span><\/li>\n<\/ul>\n<ul class=\"ul1\">\n<li class=\"li1\"><span class=\"s1\">Don&#8217;t forget to confirm these settings and save your form!\u00a0<\/span><\/li>\n<li class=\"li1\"><span class=\"s1\">Go to the <strong>Options<\/strong> of your form, select the <strong>E-mail<\/strong> tab -&gt; <strong>Add<\/strong>\u00a0-&gt; <strong>Recipients<\/strong><\/span><\/li>\n<li class=\"li1\"><span class=\"s1\"><strong>Add<\/strong> to the recipient field<strong> the tag<\/strong> belonging to the <strong>List<\/strong> element we created earlier with &#8216;<strong>:code<\/strong>&#8216;. In our case the <strong>List<\/strong> field was called &#8216;<strong>Who should you\u00a0contact<\/strong>&#8216; and the tag was ##who_should_you_contact##.\u00a0<\/span><\/li>\n<\/ul>\n<p><a href=\"https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2021\/01\/e-mail-list-code-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-104834 size-full\" title=\"Add recipient tag email\" src=\"https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2021\/01\/e-mail-list-code-1.png\" alt=\"Add recipient tag email\" width=\"1200\" height=\"812\" srcset=\"https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2021\/01\/e-mail-list-code-1.png 1200w, https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2021\/01\/e-mail-list-code-1-300x203.png 300w, https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2021\/01\/e-mail-list-code-1-1024x693.png 1024w, https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2021\/01\/e-mail-list-code-1-768x520.png 768w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Meaning that if\u00a0during the input on your mobile device, you select &#8216;Todd\u00a0KLEIN&#8217; in the <strong>List<\/strong> field named &#8216;Who should you contact&#8217;, an e-mail will automatically be sent at\u00a0todd@company.com.<\/p>\n<p style=\"text-align: justify;\">To learn more on how to send customized e-mails after filling a form, don&#8217;t hesitate to read <a href=\"\/\/kizeoformscom.kinsta.cloud\/en\/automatically-send-reports-e-mail\/\" target=\"_blank\" rel=\"noopener noreferrer\">this tutorial<\/a>.<\/p>\n<hr \/>\n<h2>To go a little bit further\u2026<\/h2>\n<ul>\n<li><a href=\"\/\/kizeoformscom.kinsta.cloud\/en\/group-users-group-leader\/\" target=\"_blank\" rel=\"noopener noreferrer\">Create group users to organize your Kizeo account.<\/a><\/li>\n<li><a href=\"\/\/kizeoformscom.kinsta.cloud\/en\/users-rights-over-forms-manage-the-rights-of-access-to-your-forms\/\" target=\"_blank\" rel=\"noopener noreferrer\">Manage the forms access rights of your users.<\/a><\/li>\n<li><a href=\"\/\/kizeoformscom.kinsta.cloud\/en\/customisable-user-fields\/\" target=\"_blank\" rel=\"noopener noreferrer\">Change your items display according to the profile of each user.<\/a><\/li>\n<li><a href=\"\/\/kizeoformscom.kinsta.cloud\/en\/tags-help-customise-your-report-and-your-e-mails\/\" target=\"_blank\" rel=\"noopener noreferrer\">Customize you reports with the tag list element.\u00a0<\/a><\/li>\n<\/ul>\n<p>You can combine the Code list with:<\/p>\n<ul>\n<li><a href=\"\/\/kizeoformscom.kinsta.cloud\/en\/understanding-using-hierarchical-list\/\" target=\"_blank\" rel=\"noopener noreferrer\">A Hierarchical List.<\/a><\/li>\n<li><a href=\"\/\/kizeoformscom.kinsta.cloud\/en\/understanding-the-referential-list\/\" target=\"_blank\" rel=\"noopener noreferrer\">A Referential List.\u00a0<\/a><\/li>\n<li><a href=\"\/\/kizeoformscom.kinsta.cloud\/en\/referential-hierarchical-list\/\" target=\"_blank\" rel=\"noopener noreferrer\">A Referential-Hierarchical list.<\/a><\/li>\n<\/ul>\n<hr \/>\n<div class=\"shortcode-block-quote-center\">\n<div class=\"shortcode-block-quote-center\">\n<blockquote>\n<p style=\"text-align: center;\"><span style=\"color: #95c01f;\"> Feel free to comment this article!<br \/>\n<\/span>We would be glad to hear any question, comment or suggestion you may have !<\/p>\n<\/blockquote>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Give a code to each item of your list or to each choice field.\u00a0 The\u00a0Code\u00a0List\u00a0allows you to change the name of a particular item when your export your form. Meaning that while filling the form in the field, the mobile worker will see the name of an item, and when the form will be exported a different name or reference will appear. Comment:\u00a0\u00a0If the items [&hellip;]<\/p>\n","protected":false},"author":12,"featured_media":89211,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[723],"tags":[798],"class_list":["post-89466","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tutorials","tag-external-list-en-us"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to create and use the code list with Kizeo Forms<\/title>\n<meta name=\"description\" content=\"In this tutorial, we go over the main characteristics of the Code List. In which cases this list could be useful and how to create one.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/kizeoformscom.kinsta.cloud\/en-us\/code-list\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to create and use the code list with Kizeo Forms\" \/>\n<meta property=\"og:description\" content=\"In this tutorial, we go over the main characteristics of the Code List. In which cases this list could be useful and how to create one.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/kizeoformscom.kinsta.cloud\/en-us\/code-list\/\" \/>\n<meta property=\"og:site_name\" content=\"Kizeo Forms\" \/>\n<meta property=\"article:published_time\" content=\"2016-09-01T09:19:57+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2021-04-27T14:26:54+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2016\/09\/tutorial-kizeo-forms-e1476106221846.png\" \/>\n\t<meta property=\"og:image:width\" content=\"900\" \/>\n\t<meta property=\"og:image:height\" content=\"306\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Sarah Marivaux\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Sarah Marivaux\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/kizeoformscom.kinsta.cloud\/en-us\/code-list\/\",\"url\":\"https:\/\/kizeoformscom.kinsta.cloud\/en-us\/code-list\/\",\"name\":\"How to create and use the code list with Kizeo Forms\",\"isPartOf\":{\"@id\":\"https:\/\/kizeoformscom.kinsta.cloud\/en-us\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/kizeoformscom.kinsta.cloud\/en-us\/code-list\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/kizeoformscom.kinsta.cloud\/en-us\/code-list\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2016\/09\/tutorial-kizeo-forms-e1476106221846.png\",\"datePublished\":\"2016-09-01T09:19:57+00:00\",\"dateModified\":\"2021-04-27T14:26:54+00:00\",\"author\":{\"@id\":\"https:\/\/kizeoformscom.kinsta.cloud\/en-us\/#\/schema\/person\/74bc75d6ac041758f422d2206e33899e\"},\"description\":\"In this tutorial, we go over the main characteristics of the Code List. 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