Creating Custom Lists

This guide walks you through creating a new Custom List in your Simply360 workspace.

Step 1: Open Custom Lists

1. Navigate to Admin in the sidebar
2. Click Custom Lists

Step 2: Create New Custom List

1. Click the New button in the header (or click the menu icon and select New Custom List)
2. A drawer will open with the creation form

Step 3: Enter List Details

Fill in the following fields:

• List Name: (Required) Enter a descriptive name for your list, such as "Departments" or "Priority Levels"
• Description: (Optional) Add a description to help other admins understand the list's purpose

Step 4: Save the Custom List

Click Create to save your new Custom List. You'll be redirected to the list's management page where you can start adding items.

Next Steps

After creating your Custom List:

1. Add List Items: Click "New" on the List Items tab to add options
2. Configure Custom Properties: (Optional) Add additional fields if your list items need extra data
3. Use in Data Fields: Create a "Single Selection from List" Data Field that references this Custom List

Tips for Naming Custom Lists

• Use clear, descriptive names that indicate what the list contains
• Consider using plural names (e.g., "Departments" rather than "Department")
• Avoid abbreviations that other team members might not understand

Examples

Common Custom Lists include:

• Status Lists: Open, In Progress, Completed, Cancelled
• Priority Levels: Low, Medium, High, Critical
• Departments: Sales, Marketing, Engineering, Support, HR
• Event Types: Meeting, Workshop, Conference, Webinar
• Regions: North America, Europe, Asia Pacific, Latin America