{"id":21148,"date":"2025-05-08T08:13:15","date_gmt":"2025-05-08T02:43:15","guid":{"rendered":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/?post_type=article&#038;p=21148"},"modified":"2025-05-08T12:15:05","modified_gmt":"2025-05-08T06:45:05","slug":"configuring-lookup-fields-with-lists-2-0","status":"publish","type":"article","link":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/configuring-lookup-fields-with-lists-2-0\/","title":{"rendered":"Configuring Lookup Fields with Lists 2.0"},"content":{"rendered":"<p>In this article, we will help you understand Configuring Lookup Fields with Lists 2.0.<\/p>\n<table style=\"line-height: 10px; height: 77px; width: 99.2704%; border-collapse: collapse; background-color: #f7f7f7;\">\n<tbody>\n<tr style=\"height: 108px;\">\n<td style=\"width: 100%; height: 77px;\">\n<p style=\"text-align: left;\"><strong>Skip Ahead to:<\/strong><\/p>\n<p style=\"text-align: left;\"><a href=\"#Overview\">Overview<\/a><\/p>\n<p style=\"text-align: left;\"><a href=\"#Navigation\">Navigation<\/a><\/p>\n<p style=\"text-align: left;\"><a href=\"#WhyItMatters\">Why It Matters<\/a><\/p>\n<p style=\"text-align: left;\"><a href=\"#HowItWorks\">How It Works<\/a><\/p>\n<p style=\"text-align: left;\"><a href=\"#Use\">How to Use List Values in Forms<\/a><\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2>Overview<\/h2>\n<p>The <strong>Lists 2.0<\/strong> menu is aimed at modernizing the way reusable dropdown values are managed across your Nimblework workspace. Traditionally, administrators and project managers used the Master Lists interface to define static dropdown values. Lists 2.0 enhances this concept by leveraging the flexibility and consistency of Form 2.0. By creating a <strong>List-type form<\/strong>, users can now define structured sets of options, like country codes, departments, or product types, through a cleaner, more intuitive form-driven approach.<\/p>\n<p>Each list behaves like a simplified, focused form that is optimized for capturing and managing these values. Lists 2.0 makes it easier to govern dropdown data both at the project and enterprise level while improving usability, reusability, and traceability.<\/p>\n<p>This menu displays only those forms that you create in <strong>Forms 2.0<\/strong> by setting the <strong>Type<\/strong> = <strong>List<\/strong>. These forms are specifically configured to function as reusable dropdown data sources rather than standard interactive forms. You can use this interface to manage the instance values that power dropdown fields.<\/p>\n<p>This article outlines the purpose and usage of Lists 2.0, differences from Master Lists, how to define and manage list instances, and how these lists integrate into other forms.<\/p>\n<h2><a id=\"Navigation\"><\/a>Navigation<\/h2>\n<p>Navigate to the project, hover over the top breadcrumb, expand the <strong>Configure<\/strong> module, and select <strong>Lists 2.0<\/strong>.<\/p>\n<h2><a id=\"WhyItMatters\"><\/a>Why It Matters<\/h2>\n<ul>\n<li>Replaces traditional Master Lists with a more robust and scalable system.<\/li>\n<li>Integrates with the Form 2.0 model, keeping user experience consistent.<\/li>\n<li>Allows dropdown values to be centrally defined and reused across forms.<\/li>\n<li>Improves governance with project vs. enterprise-level controls.<\/li>\n<li>Supports faster configuration and future automation.<\/li>\n<\/ul>\n<h2><a id=\"HowItWorks\"><\/a>How It Works<\/h2>\n<h3>Step 1: Create a List-Type Form<\/h3>\n<ul>\n<li>To learn more about how to create a List-type form, <a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-configure-a-list-using-form-2-0\/\" rel=\"noopener\">click here<\/a>.<\/li>\n<li>Once published, <strong>List-type forms do not appear<\/strong> under any menu like Form-type forms. Instead, they appear exclusively in <strong>Lists 2.0<\/strong>.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-21161 size-large\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/05\/List2.0-1024x396.png\" alt=\"\" width=\"1024\" height=\"396\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/05\/List2.0-1024x396.png 1024w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/05\/List2.0-300x116.png 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/05\/List2.0-768x297.png 768w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/05\/List2.0-1536x593.png 1536w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/05\/List2.0-2048x791.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<h3>Step 2: Manage List Instances<\/h3>\n<p data-pm-slice=\"1 1 []\">The <strong>Lists 2.0<\/strong> menu displays all the <strong>List-type forms<\/strong> that have been published via the <strong>Form 2.0<\/strong>.\u00a0Each List-type form listed here allows you to define and maintain its dropdown entries\/options. These options form the selectable values that appear in <strong>Lookup<\/strong> fields when configuring other forms. In essence, Lists 2.0 centralizes the management of dropdown data for consistency, traceability, and ease of reuse.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-21156 size-large aligncenter\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/05\/List-Listing-1-1024x348.png\" alt=\"List Listing\" width=\"1024\" height=\"348\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/05\/List-Listing-1-1024x348.png 1024w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/05\/List-Listing-1-300x102.png 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/05\/List-Listing-1-768x261.png 768w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/05\/List-Listing-1-1536x522.png 1536w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/05\/List-Listing-1-2048x697.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p data-pm-slice=\"1 1 []\">Within Lists 2.0:<\/p>\n<ul data-spread=\"false\">\n<li>You\u2019ll see a table listing all <strong>List-type forms<\/strong> created for your current project.<\/li>\n<li>Each row in this table corresponds to one List-type form (e.g., Countries, Departments, Priorities).<\/li>\n<li>To manage a list, click on its row. This opens a dedicated <strong>view<\/strong>, much like a Workitem Listing page, for maintaining its values.<\/li>\n<li>Click the <strong>Add<\/strong> button to create a new instance. For example, for a Country list, an entry might be: <strong>India<\/strong> with code <strong>IND<\/strong>.<\/li>\n<li><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-21153 size-large aligncenter\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/05\/List-Instance-1024x606.png\" alt=\"List Instance\" width=\"1024\" height=\"606\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/05\/List-Instance-1024x606.png 1024w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/05\/List-Instance-300x178.png 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/05\/List-Instance-768x455.png 768w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/05\/List-Instance-1536x909.png 1536w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/05\/List-Instance.png 1622w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/li>\n<li>Each entry (or row) represents a single option that users can select via a dropdown field in other forms.<\/li>\n<\/ul>\n<p>The interface provides an intuitive way to maintain your dropdown lists without switching between different configuration areas. It&#8217;s optimized to make editing quick and controlled, depending on the origin of the list (project or enterprise).<\/p>\n<h3>Example:<\/h3>\n<p>List-type Form: <strong>Countries<\/strong><br \/>\nInstance entries: India (IND), Japan (JAP), Australia (AUS), Germany (GER), Canada (CAN) and more<\/p>\n<p>Think of this screen as a spreadsheet-like grid where each row is a predefined option that appears in a dropdown field when referenced by other forms.<\/p>\n<p>Each change to a list (like adding or removing an instance) dynamically updates the available options in any form using that list via a Lookup field.<\/p>\n<p>Some other examples can be:<\/p>\n<ul>\n<li>\n<p class=\"\" data-start=\"399\" data-end=\"424\"><strong data-start=\"399\" data-end=\"422\">Payment Method List: <\/strong>Credit Card, PayPal, Bank Transfer, Cash, Check, Cryptocurrency, etc.<\/p>\n<\/li>\n<li>\n<p class=\"\" data-start=\"514\" data-end=\"535\"><strong data-start=\"514\" data-end=\"533\">Issue Type List:<\/strong>\u00a0Bug, Enhancement, Task, Feature Request, Incident, Support, etc.<\/p>\n<\/li>\n<li class=\"\" data-start=\"617\" data-end=\"710\">\n<p class=\"\" data-start=\"620\" data-end=\"639\"><strong data-start=\"620\" data-end=\"637\">Location List:<\/strong>\u00a0New York, London, Bangalore, Sydney, Tokyo, Paris, etc<\/p>\n<\/li>\n<li data-start=\"617\" data-end=\"710\">\n<p class=\"\" data-start=\"840\" data-end=\"864\"><strong data-start=\"840\" data-end=\"862\">Employee Type List: <\/strong>Full-Time, Part-Time, Contract, Intern, Freelance, Temporary, etc.<\/p>\n<\/li>\n<li data-start=\"617\" data-end=\"710\">\n<p class=\"\" data-start=\"1149\" data-end=\"1166\"><strong data-start=\"1149\" data-end=\"1164\">Region List: <\/strong>North America, Europe, Asia-Pacific, Middle East, Africa, Latin America, etc.<\/p>\n<\/li>\n<\/ul>\n<h2><a id=\"Use\"><\/a>How to Use List Values in Forms<\/h2>\n<p>Once your list is configured, you can use its entries in any <strong>Form-type<\/strong> form:<\/p>\n<ol>\n<li>Create or edit a <strong>Form-type<\/strong> form. <a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-use-form-2-0-configuration\/#UnderstandingFormLayout\" rel=\"noopener\">Learn more<\/a><\/li>\n<li>Add a new field and select <strong>Lookup<\/strong> from the advanced field types. <a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/advanced-field-types\/#Lookups\" rel=\"noopener\">Learn more<\/a>.<\/li>\n<li>Set the data source to your desired List-type form.<\/li>\n<li>Once published, the form field will display dropdown options from Lists 2.0.<\/li>\n<\/ol>\n<h4>Example:<\/h4>\n<p>Form: <strong>Vendor Onboarding<\/strong><br \/>\nLookup field: <strong>Country<\/strong><br \/>\nValues: Pulled from List-type form <strong>Country List<\/strong>\u00a0(India, France, Japan, etc.)<\/p>\n<p data-pm-slice=\"1 1 []\">Imagine a Project Manager wants to allow users to select a country in a <strong>Vendor Onboarding <\/strong>form via a dropdown. Instead of configuring this manually or relying on legacy Master Lists, they use Lists 2.0 to streamline it.<\/p>\n<p>Think of the Lists 2.0 interface like a spreadsheet: each row is a country, and each column can hold values like name, abbreviation, or custom metadata. These rows become selectable options in a dropdown menu elsewhere in the system. Now, whenever a Lookup field references the <strong>Countries<\/strong> list, users will see the exact values defined here. If the Project Manager later adds &#8220;France (FRA),&#8221; that option appears instantly in every connected form.<\/p>\n<p>This makes dropdown lists dynamic and maintainable.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-21158 size-large aligncenter\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/05\/Country-List-1024x639.png\" alt=\"\" width=\"1024\" height=\"639\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/05\/Country-List-1024x639.png 1024w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/05\/Country-List-300x187.png 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/05\/Country-List-768x479.png 768w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/05\/Country-List-1536x959.png 1536w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/05\/Country-List-2048x1278.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<div class=\"helpful-block-content wth-theme-thumbs\" data-title=\"\" >\n<ul>\n<li><span class=\"wth-title\">Was this helpful?<\/span><\/li>\n<li><a data-post=\"21148\" data-post-url=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/configuring-lookup-fields-with-lists-2-0\/\" data-post-title=\"Configuring Lookup Fields with Lists 2.0\" data-response=\"1\" href=\"#\" class=\"wth-green-btn icon-thumbsup\">Yes<\/a>&nbsp; &nbsp;<a data-response=\"0\" data-post=\"21148\" data-post-url=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/configuring-lookup-fields-with-lists-2-0\/\" data-post-title=\"Configuring Lookup Fields with Lists 2.0\" href=\"#\" class=\"wth-red-btn icon-thumbsdown\">No<\/a><\/li>\n<\/ul>\n<\/div>","protected":false},"author":4,"featured_media":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","multi-rating":{"mr_rating_results":[]},"_links":{"self":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article\/21148"}],"collection":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article"}],"about":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/types\/article"}],"author":[{"embeddable":true,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/comments?post=21148"}],"version-history":[{"count":11,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article\/21148\/revisions"}],"predecessor-version":[{"id":21172,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article\/21148\/revisions\/21172"}],"wp:attachment":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/media?parent=21148"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}