Dropdown Categories (Ratio Set Categories)

Owned by Matt Kepple
Last updated: Sept 19, 2024 by Asim Ali
2 min read

There are two types of Dropdown Category (formerly known as Ratio Set Categories/ List Categories)

  • Identity (also known as Characteristics) - these are used for Dropdowns that appear in Contact Forms

  • Progress (also known as Scale) - these are used for Dropdowns that appear in Surveys

Watch the Walkthrough

How to use Dropdown Categories

 

Create a Ratio Set Category

Steps

  1. Go to the Dropdowns page

    image-20240919-081006.png

  2. Go to the Create Dropdown page (or an Edit Dropdown page)

    image-20240919-082053.png

  3. Open the Advanced section

  4. Press the Add new Category button

  5. Give a name to the category and in the Type of dropdown list, select Characteristics or Scale

  6. Press the Save button

  7. The popup closes

  8. You are returned to the Dropdown page

  9. You can press Save

Once you have saved the Dropdown (List), you will arrive at the Manage Dropdown (List) page .

On the Manage Dropdown(List) Page, you will find the following information.

  1. The name of the Dropdown(List).

  2. The number of answer choices that are present in the Dropdown(List).

  3. The name of the Categorised List.

  4. The type of the Dropdown(List). If the type is Identity then Characteristics will be displayed and if the type is Progress then Scale will be displayed.

  5. Who owns the Dropdown(List).

  6. Who created the Dropdown(List).

  7. Date of creation and the Action that can be taken.

  8. Number of Parent and Child List of that Dropdown

  9. Action for Parent and Child List