Value Sets: Shared Reference Lists

A Value Set is a reusable collection of predefined values that you can connect to form fields — medication lists, city lists, product catalogs, diagnostic codes, or any domain-specific reference data. Instead of typing values from memory, users pick from a searchable list.

Key Concepts

Term	What It Means
Value Set	A named collection of entries with defined columns (e.g., "Medications" with columns: name, dosage, category)
Entry	A single row in the Value Set (e.g., "Metformin, 500mg, Diabetes")
Connection	Linking a form field to a Value Set so it offers autocomplete suggestions
Strict mode	Only values from the Value Set are accepted — free text is rejected
Suggest mode	Value Set entries are suggested, but free text is also accepted

Creating a Value Set

Navigate to Value Sets from the sidebar
Click New Value Set
Give it a name and description
Define columns (e.g., name, code, category)
Choose which column to display and which to store
Save

Importing Data

The fastest way to populate a Value Set is CSV import:

Open your Value Set
Click Import CSV
Upload your CSV file
Map CSV columns to Value Set columns
Import — entries are created in batch

You can import thousands of entries at once. Duplicates are handled gracefully.

Search: Two Modes

Value Sets support two types of search:

Search Type	How It Works	Example
Autocomplete	Matches text as you type, including partial and fuzzy matches	Type "São Pau" → finds "São Paulo"
Smart search	Finds results by meaning, not just exact text, using AI	Type "heart medicine" → finds cardiovascular drugs

Autocomplete is used by default for fast results. Smart search activates automatically when autocomplete returns few results.

Connecting Fields to Value Sets

In the Digital Twin Editor:

Open a template's Digital Twin Editor
Find the field you want to connect
In the advanced settings, select a Value Set
Choose strict or suggest mode
Save the layout

Now when subscribers fill the form, that field shows autocomplete suggestions from the Value Set.

Advanced Rules

Cascading Filters

One field's value filters another field's suggestions. Example: selecting a State filters the City field to only show cities in that state.

Auto-Fill Related Fields

Selecting an entry automatically fills other fields from the same row. Example: selecting a product fills the price, code, and category fields.

Recently Used First

Values you've selected recently appear higher in suggestions. The more you use an entry, the more prominent it becomes.

Tips

Start with CSV import. Manually adding thousands of entries is impractical — prepare a CSV file first.
Use strict mode for codes. Medical codes, country codes, and other standardized values should use strict mode to prevent typos.
Use suggest mode for names. Names and descriptions often have legitimate variations — suggest mode allows free text while still offering suggestions.
Smart search finds synonyms. "USA" will find "United States" using AI matching — no manual configuration needed.

Finding entries by meaning

Each value set has a Find entries by meaning switch on its settings page, off by default. With it on, entries are found by what they are as well as by the words they contain — searching "construction company" finds Rossi Costruzioni, across languages.

Turn it on for lists people describe rather than spell exactly: suppliers, products, categories. Leave it off for codes and postcodes, where searching the exact text already works well and the lists are usually the largest.

The panel shows how many entries are ready and offers Update now after a bulk import. See Search for the full picture.