How to Create a Data List

From the Data List page, click on Create List found at the top right corner.

Give your data list a name. Although a description is not required, it helps to enter a description to make it easier for you and your other users to distinguish between data lists. You may also choose to specify a category to make it easier for you to search for data lists by category.

Next, you will need to specify how you want to create your data list 

• From scratch
• From a .CSV File
• Using a Salesforce Query

Creating a data list from scratch means that you are going to be manually entering the values you need. Click on Scratch as the source.

Populate the Value and the Label. 

• Value - the value written back into Salesforce when the form is submitted
• Label - the text that is displayed on the form
• Relationship Key - is used to define the values between parent and child fields for dependent picklists. Click here for more information on dependent picklists.

For example, if you are creating a data list with amounts, you would enter the following:

• Value - 100 (this would be the amount processed by the payment gateway and also written into Salesforce)
• Label - $100 (this is the value the donor sees on the toggle button or in the picklist)

Click on Add Item to add a new row and click on the red X to remove a row.

Click on Save Data List after you've added all of your items. You will now see the Data List you've just created.

If you already have a .CSV file containing the values you want in your data list, you can simply upload the file instead of creating it from scratch.

Click on .CSV as the source.

Select the .csv file you would like to import. Make sure that column 1 of your file contains the values and column 2 contains the labels.

In the example below, column 1 contains the values I would like the form to pass to Salesforce and column 2 contains the labels (text) I would like my donors to see on the form.

After your file is imported, you can review the imported data in the data list and make adjustments where necessary. Click on Save Data List when finished.

You will now see the new data list you've created using a .CSV file.

Another way to create a data list is by pulling data you already have in Salesforce. For example, if you are creating a data list with funds, it would be easier to pull the funds you already have in Salesforce.

Click on Salesforce as the source.

Next, select the Salesforce Object you would like to pull from. In this example, we want to create a list of Funds so we are going to select Fund as the Object.

Then, select the Object fields you want in your data list.

Then, select the Object fields you want in your data list.

For Funds and Campaigns/Appeals, the ID is the value that needs to be passed to Salesforce so you will need to include the Salesforce ID of the Funds and Campaigns/Appeals. You can use the Fund Name and Campaign/Appeal Name as the Label.

You can also apply filters to narrow down the data being pulled from Salesforce.

For example, instead of pulling all of your Funds, you may want to only pull those that have a status of "active". 

You can add up to three (3) filters. As you add your fields and filters, you can see the Query that Impact Designer is going to run.

Click on Run when you are ready to run the query.

After the query is run, you will be notified of how many results were returned. Click on Load Items to see the results.

Impact Designer will display the results in your data list where you can review the items and make adjustments where necessary. Click on Save Data List when you are done.

You will now see the data list you've created using a Salesforce query.

Impact Designer provides you with different ways of creating data lists to make it convenient for you to create lists with data you already have on hand. Data Lists can also be used across multiple forms saving you the time from having to re-create the same list over and over again.