Column types

Store and reuse choice and score values

After you create a set of choices for a choice or score column, you may save, or export, these values for use elsewhere or copy the saved values directly from another iSheet. This includes the choice text, text colour and any image.
note
Example: You have created Yes/No/Unknown definitions, including colours and images. You can save these standard options for use in future iSheet choice columns.
note
A System or Site Admin must enable this feature in the
Admin
 module.
To add values from a saved list, the admin requires access to the site and iSheet where the list was originally saved. Images must be saved in the iSheet image library.
If you have created an iSheet with a choice or score column, open
iSheets settings
: click the
Admin
 module, then select
iSheets
 under
Module Settings
.
Click the
More actions
 icon for the iSheet to edit, then select
Manage columns
.
Select the target Choice or Score column and scroll down to the
Choice list
 section.
note
See iSheets - Choice column or iSheets - Score column for more information on creating a choice list.
When a new choice or score column is first added to an iSheet, the Choice list is empty. If necessary, create the choice options, format, and add an optional image.
note
If the Choice list is empty, only
Load choice lists, Load lists from iSheet, and Import
 are available.

Saving a Choice list

If your
Choice list
 contains values you want to use again, you may same them for reuse in other iSheets.
Click the
More actions
 icon and select
Save choice list
.
Enter a name for the list, then select
Save
. A notification shows that the list is saved.

Loading a Choice list

Once you have saved one or more choice lists, you may add these to any choice or score column. You can load choices from a saved list, or a column in another iSheet.
note
If you want to remove existing choice values, open the column then select the checkbox next to choices that are not wanted and select
Remove
. Click the checkbox at the top to select all choices. It is not necessary to remove existing choice values; values that are added or imported will be added below the values currently in the list.
Load choices from a saved list
Select
More actions
 and select
Load choice lists
.
note
Allow choice/score list values to be saved and reused
 must be selected in the settings for the source iSheet to be able to select the choice list from that iSheet. Click the
Admin
 module, select
iSheets
 and then the name of the source iSheet. Make sure one or both of the options below are selected.
The
Choice list
 window shows all saved choice lists.
Select a list and select
Add
 to add the saved values.
Preview a list
Select
Preview list
 to open a panel with a preview of the choices included in each list.
Rename or delete a list
Open the list of choices, then select
More actions
. Select either option to
Rename
 or
Delete
 the selected list.
note
Only a system admin or the creator of the list can rename or delete it.
Load choices from an iSheet
If you have not yet saved a choice list, or just want to quickly reuse choices created for another iSheet, select
More actions
 and select
Load lists from iSheet
.
note
Allow choice/score list values to be saved and reused
 must be selected in the settings for the source iSheet to be able to select the choices from that iSheet. Click the
Admin
 module, select
iSheets
 and then the name of the source iSheet. Make sure one or both of the options below are selected.
Select the
Site
,
iSheet
 and
Column
 that contain the values and formats you want to use.
Select
Add
 to add the values from the selected column.

Export and import choice values

You may export a choice list as an Excel file to transfer and import these values to any iSheet on any site.
note
Only text and colours are imported; you can not import images from the Excel file. However, images are exported to the Excel file for reference.
Export a list
Select
More actions
 and select
Export
.
The xls file is automatically created and downloaded. The file name will be "Choice List-[name of column].xlsx".
note
Choice and Score columns support Hex code, Decimal code and HTML colour names. for example, you can enter an HTML colour name e.g. 'blue' or 'tomato' and the colour will be translated to the equivalent Hex code, for example, '#0000ff' or '#ff6347'.
Import a list
You can import the contents of a previously exported Excel file, or create a new file with the required text and formatting fields.
note
The first row of the Excel sheet is ignored during the Import process as it only contains column headers. Do not remove this row or enter values that you wish to include in the choice list.
The third ('Image') column is not imported and is available in exported files only for reference.
Select
More actions
 and select
Import
.
Select
Browse
 to find the file to import, it will be scanned for viruses.
Finally, select
Import
 to add the values to the Choice list.

This article applies to:

  • Product: HighQ
  • Subject: iSheets,Setup

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