The Option List

How to Use the Option List in a PM Template

Cynthia Blanco avatar
Written by Cynthia Blanco
Updated over a week ago

The most common use of the option list is to generate "yes" and "no" options. This instruction option gives you the opportunity to create conditional instructions based on the answer the technician chooses.

Under the option list, clicking on the plus circle icon will generate a new option that you can make changes to.

Underneath an option, you can click the + icon to create more subinstructions.

In this example, if a user select "yes," we want the technician to take a photo of the damage and start a WO.

To add more options to the option list itself, use the plus circle icon under the original option list prompt. Here, you can see that if the user clicks no, no subinstructions are needed for the task.

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