How to Update / Create Lists

To update/create Lists

Lists are effectively drop-downs.  They are added as  'Components' in a Workflow and can be selected from the drop down during the running of the Workflow, either as a single selection or many selections  - the determination of which is fixed in the Workflow.   These are then used by the Workflow as either checks within a template - which in turn can include text related to the item  -  or as a variable for use in a subsequent area within the workflow.

Sign-on to the system using your personal login.  The following screen is then displayed:

Click on ‘Lists’ and the following will display:

Click on ‘Create’

Enter the List name and determine whether ‘other’ is acceptable for this list, and click on ‘Create’

The full set of Lists will be displayed.  Select the list name that has just been created.

 Then under the ‘Add items’ add a list name (with no spaces) and a description then click ‘Add’. Continue to add items to the List and finally click on ‘Save’.

As an example ‘Missing Items’ is a List of Documents etc. that the applicant may not have provided, but are essential to the determination of the eligibility of the applicant:

The List is referenced in a Workflow which, on performing the Workflow, displays the list as a drop down selection (the selection can be many or one depending upon the Workflow condition for that List).  This shows how the list and its associated template are included in the Workflow design.

This is how it looks during the running of the Workflow:

The selection(s) from the List are used in an HTML template to determine the request to be automatically included in a letter or e-mail to the applicant as follows: