List boxes help you keep your data consistent and easy to work with by using predefined drop-down options instead of free text. They are especially useful when you want to segment users, track activity, or run accurate reports. You might use list boxes when setting up fields that should always follow the same structure. By following this guide, you will learn how to create, manage, and apply list boxes within Tribe.
Table of Contents
What Does This Feature Do?
Prerequisites For Using List Boxes
Step By Step Instructions: Creating A List Box
Step By Step Instructions: Deleting Or Hiding A Category
Step By Step Instructions: Using A List Box In A Field
Where Is This Feature Displayed?
What functionalities do list boxes have?
When creating a field, you have a variety of data options to choose from, and one of them is the list box. List boxes in Tribe play a crucial role as they form the foundation of segmentation and data organization within the system. Essentially, a list box is a drop-down list with specific predefined categories that simplify data entry and ensure consistency. They enable users to select from predefined options instead of entering data manually, reducing errors and improving efficiency. List boxes also facilitate segmentation, event tracking, and reporting, making it easier to categorize information and generate accurate, data-driven insights.
Note! For tasks like reporting and analysis, using list boxes is highly recommended.
Prerequisites for the use of list boxes
To use a list box as a field option, it must already exist within Tribe, and then you can add it as a field.
How to create a list box?
1.To create a new drop-down list, navigate to Configuration, scroll to the Base data section, and locate the List boxes option.
2.Select it, then click on +Create your custom list box.
3.Provide the name in both singular and plural forms. For instance, "Gender" and "Genders."
4.When finished, select the Save button on the right.
Your new custom list box will appear alongside existing custom list boxes.
5.Scroll down to your new list box. These are organized by alphabetical order. Then click on it to add categorical data options.
6.Add categories by pressing the Add button.
7.Enter the relevant data and save your changes. Select Save to save and close, or Save and open to continue editing details.
8.To assign a default option, select the tab labelled is default value.
This makes the option the default answer unless changed. Once saved, a tick will show under the default value column.
Note! Select a default value only when appropriate for your workflow.
How to delete or hide a category within a list box?
1.To remove an option, select it, navigate to the three dots on the far right.
2.Click on it, then choose Delete.
Deleting an option removes it and all associated data system-wide.
Alternatively, use the Hide option to keep the data but prevent further use or display.
How can you use a List box?
1.After creating your dropdown list, return to configurations and select a perspective, relation or activity for which you want to use the list box field. For example, navigate to Customer.
2. Select Fields.
3.Add a new field by clicking on +Add field.
4.Give the new field a name and link it to the corresponding custom list box.
5.Select the appropriate field configurations by enabling the slider button options, then click on Save.
Where is a list box displayed?
The dropdown list box will appear on the customer card or relevant activity or relation record.
The dropdown list is now available for use, supporting more consistent data management and segmentation.
Quick Summary
List boxes allow you to standardise data by selecting values from predefined drop-down options. You can create, manage, and apply list boxes to fields across Tribe to support segmentation and reporting. Using list boxes helps maintain reliable data and clearer insights throughout your system.