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Smart Lists
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Smart Lists
Formstack For Salesforce
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Smart Lists
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Smart Lists
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Smart Lists

Work smarter with Smart Lists

Quickly manage long, evolving lists of field options across all of your forms.

Watch The Overview

Simplify your workday

When your forms use changing lists for catalogs and directories, keeping forms up-to-date can be a challenge. Enter Smart Lists. This handy feature lets users manage multiple lists of information in a single location.

Build smarter forms

Smart Lists makes it easy to update multiple form lists at once and see changes reflected across all related forms.

Streamlined

Individually add and edit your lists, or use our bulk upload option to make all changes at once.


Dynamic

Create lists for multiple field types like checkboxes, radio buttons, and dropdowns.

Automated

Simplify form management by ensuring your forms maintain accurate, up-to-date information.

How It Works

Getting started with Smart Lists is easy

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Step 1: To get started with Smart Lists, navigate to your Formstack Forms profile and select Smart List. From the Create Smart List page, you can add your field options manually or via a bulk upload.

Step 2: Once you’ve created your Smart Lists, you can update user permissions and field options. You can also add images and separate values as needed.

Step 3: In the Formstack form builder, you’ll see the option to link to a Smart List on every form under your field options.

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To learn more about setup, please read this help article.

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