Upload and Import UDF Choice Lists

Did you know you can upload and import UDF lists?

Most of you know that you can create unique questions in our system (known as User Defined Fields, or UDF for short) to collect any data you may need. But did you know that instead of manually creating lists for your choice list UDF’s you can now upload lists directly into the system? Here is how:

Uploading a UDF List

1. Create your list in Excel with two columns, one titled “UDF”with the UDF data, the other titled “Filler” with an x for each corresponding data row. Save the file as .csv.
2. From the Control Center, click on “User-Defined Fields” under the Meeting Wizard header.
3. Scroll to the bottom and click “Upload List”
4. Give the list a name and then browse on your computer, select the .csv file you created, and click Upload.

We have also updated the system so that UDF lists for new meetings are no longer shared between forms. This means that you can edit and delete each meeting’s lists without the changes impacting data in previous forms. However, you may have a list that you want to use in multiple meetings, and for that we have created the ability to copy lists from one meeting to another using “IMPORT LISTS”.

How to Import a UDF List from another meeting:

1. From the Control Center, click on “User-Defined Fields” under the Meeting Wizard header.
2. Scroll to the bottom and click “IMPORT LISTS”
3. Select the specific meeting that the list you want to copy over was in, or select “Old Lists (Account Wide)” to see all of the lists in your account.
4. Check the boxes for the lists you want to copy to your new meeting and click “Save”.

Please note that old meetings still share UDF lists.