Pick Lists Forms and Documents

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  • January 22, 2026 at 7:24 PM #53457

    Julie Laidlaw
    Participant

    This may be really obvious and I’m just missing it. I’ve figured out the cascading pick lists and I’ve made several lists, but they are always in the Form view. I’m trying to figure out how to get the pick lists to appear in the Documents view so that I can use them in other forms as well. ???

    January 23, 2026 at 8:48 AM #53458

    Daniel Leu
    Participant

    Select a picklist and then click on the option icon as shown in the image below to move it to the Document.

    Or when you create a new picklist, select the Document tab first before creating a picklist.

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    Cheers, Daniel

    ---
    See https://lab.danielleu.com/tapformspro/ for scripts and tips&tricks

    January 24, 2026 at 7:58 PM #53469

    Brendan
    Keymaster

    Just to chime in here, it seems that on macOS Tahoe, that little gear button icon seems to be invisible because they changed the metrics for the popup button and it no longer shows. If you hover your mouse over that spot, it’ll show where the button should be and clicking it will show the menu Daniel posted the screenshot for. I’ve corrected this for the next version of Tap Forms Pro.

    January 27, 2026 at 2:06 PM #53483

    Troy Normandin
    Participant

    I was able to create picklists myself not a problem and even multiple documents… I nested one document into another. But I like how on the Mac how it expands the nested document. Is there a way on the iPad to expand the nested document like it is on the Mac so I don’t have to click into it? Just curious. It makes it kind of tedious.

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