Global Lists provides a smarter, more efficient way to manage dropdown options across all your templates. Instead of maintaining the same values in multiple places, you can now create centralized, reusable lists that keep your data consistent and your reports professional. From appliance brands and room types to material selections and custom categories, Global Lists helps your entire team work faster and stay aligned.
Designed to streamline setup and reduce manual updates, this feature makes it easier to enforce consistency, improve report quality, and support scalable growth. By centralizing shared field values, Global Lists also sets the foundation for better reporting, smarter defaults, and quicker onboarding for new inspectors and staff.
Instead of recreating the same dropdown values in multiple places, admins can build reusable lists that stay consistent everywhere they’re used.
Whether you are managing appliance brands, room types, or material options, Global Lists help keep your team aligned, reduce errors, and speed up report writing.
✅ Key Benefits
Centralized Management
All reusable dropdown lists are stored in one place:
Template Editor > Comment Library > Global Lists tab.
This makes it easy to manage and update options without searching through multiple templates.
Consistent Values Across Reports
Because lists are shared, inspectors always see the same standardized options in every report. This helps reduce typos and inconsistencies.
Reusable Across Templates
Global Lists can be used in comments and introductory text across different templates, saving setup time and keeping content aligned.
Inline Editing While Writing Reports
Inspectors can edit list options directly while working in a report.
Any updates automatically apply everywhere that Global List is used.
Efficient Imports
Existing dropdowns from templates can be imported and merged into Global Lists, so you do not need to recreate lists manually.
Quick Search and Filters
Find lists easily by name, tags, or description using built-in search and filtering tools.
⚙️ How Global Lists Work
📍 Start by accessing the Global Lists
To access the Global List, simply go to: Template Editor > Comment Library > Global Lists tab. This is the main area where all shared dropdown lists are managed.
Below are the actions you can perform using Global Lists.
Each section can be expanded to access the content and images. You can click on any image to view it in a larger size if needed.
Importing Lists from Templates
Importing Lists from Templates
If no Global Lists have been created yet, you’ll see a message with the option to Import Lists from Templates.
If lists already exist, this option is available from the Options menu next to Create New.
Steps to import:
Click Import Lists from Templates.
Select one or more active, published templates.
Click Import.
Identical lists across templates are automatically merged.
A success message will confirm:
Number of lists created
Number of duplicates merged
If an error occurs, an error message is displayed.
Creating a New Global List
Creating a New Global List
Go to the Global Lists tab in the Comment Library.
Click Create New.
Fill in the following fields:
Name (optional)
Tags (optional)
Description (optional)
Options (required — must have at least one non-empty value)
Use drag handles to reorder options or delete as needed.
Click Save. The list appears at the top of the Global Lists tab.
Using Global Lists in Comments
Using Global Lists in Comments
Go to the Comments tab (in the Comment Library, Template Editor, or Report Writer).
Click Create New Comment or edit an existing comment.
To add a dropdown:
Click + Global List to select from shared lists.
Or click + Local List to create a one-time-use list.
When using a Global List:
A side sheet opens with searchable, filterable lists.
Click a list to insert it at the cursor position.
Only one Global List can be inserted per dropdown.
For single-use values, type directly into the dropdown input. These values won’t be saved.
Editing or Deleting a Global List
Editing or Deleting a Global List
In the Global Lists tab, use search or filters to find the list.
Click the Edit icon next to the list.
Options that are existing are pre-filled.
Update List – Applies changes globally to all uses of the list.
To delete a list, Click on Delete icon next to the list, then confirm.
If the list is used in templates or reports, it will convert to a Local List in those contexts.
Creating or Promoting a Local List
Creating or Promoting a Local List
While editing or creating a comment, click + Local List.
Add dropdown options (optional).
To save the list globally:
Check the Save to Global Lists box.
Fill in Name, Tags, and Description (optional).
Enter at least one list option.
Click Save. The list is promoted and will now appear in the Global Lists tab.
A blue Global List chip confirms the list is saved globally.
Editing or Deleting a List in Comments
Editing or Deleting a List in Comments
Beside the list, an edit icon will be available
Clicking on the edit icon, opens up the side sheet of the list
Options that are existing are pre-filled.
Delete List option will delete the list from the comment
Update List
If it’s a local list, the list will be updated within that specific comment only.
If it’s a global list, changes are applied globally to all uses of the list.
Cancel will discard the changes made to the list
Here’s a quick video tutorial explaining this feature. Feel free to watch it to learn how to use it