Schema Lists

Lists are reusable sets of predefined values, such as customers, products etc. You link a list to a schema so that people pick from the available list values when filling out certificates instead of typing.

Lists are available under Certificates › Lists. The Certificates area has three tabs:

Certificates area with the Lists tab selected

Create a List

A list is based on a field in an existing schema. When you create a list, you select the Schema and the Schema Path of that field. The structure of the field is the list's model: it defines the fields each entry has.

Tick Create mapping with this schema to link the new list to that schema and field right away.

Create a list and use it in a certificate

Entries

Each entry has a value for every field in the model. Deleting an entry does not reverse the certificate data where it has already been used.

Visibility

A list is Private or Public. A public list can be used by the companies which have the same schema assigned to them.

Linking ties a list to a certain part of the schema schema. Manage links from either side:

  • From the list, under Linked Schemas. The link uses the suggested schema path shown in the table.
  • From the schema, under Linked Lists in the schema's actions menu.

In the certificate form, a database icon () on the linked field opens the list. Picking an entry fills in its values.

Export List Model in the list's actions menu downloads the model as a JSON file.