To create new reference list , navigate to the Setup tab on the main menu (1), and select Lists (2).
Lists - File Upload
Use lists to allow users to select any records inside a flow. Set up lists by:
-
Adding the new list here under Lists
-
Taking the list into use as a Capture Method (Event Guest List)
1:
- New Reference List - click button to start to create new reference list (1)
- Enter Name for a list (2)
- Select Source: File Upload (3)
- Upload New File - you can select CSV file with the list that you want to import to Romify (4). To create one use Excel Template for Lists - you can download example template and enter list details (5).
- List Settings - change status from Draft to Active (6)
- Save setup (7). After clicking saving you can see preview of the list.
2:
- Event Guest List - on Event detail view in Event Flows box click checkbox for Event Guest List row (1)