Lists
Manage configurable dropdown lists used across the platform.
Overview
Lists provide configurable sets of values for dropdown menus throughout Signals. They replace hard-coded enums with user-manageable options, allowing each installation to customise categories, types, and classifications.
Lists
Route: /admin/settings/list-designs
Each list has a unique name, optional description, and two flags:
| Property | Description |
|---|---|
| Name | Unique identifier for the list |
| Description | What the list is used for |
| Hierarchical | Whether values can have parent-child relationships |
| System | Whether the list is built-in (cannot be deleted) |
System lists are seeded during installation and provide the foundation for contact detail types and other core features.
Managing List Entries
Route: /admin/settings/lists/{listName}
Each list contains values that appear as dropdown options. Values have:
| Property | Description |
|---|---|
| Name | The display text |
| Parent | Parent value (hierarchical lists only) |
| Sort Order | Display position |
| System | Whether the value is built-in |
| Active | Whether the value appears in dropdowns |
System values cannot be edited or deleted. Non-system values can be deactivated (hidden from dropdowns while preserving existing references).
Built-in Lists
| List | Used For |
|---|---|
| Activity Type | Activity type classification (e.g. Task, Call, Email, Meeting) |
| Address Type | Address classification (e.g. Head Office, Branch, Billing) |
| Email Type | Email classification (e.g. Work, Personal, Support) |
| Phone Type | Phone classification (e.g. Mobile, Landline, Fax) |
| Link Type | Link classification (e.g. Website, LinkedIn, Twitter) |
| Relationship Type | Account relationship roles (e.g. Employee, Director, Contractor, Agent) |
| Lawful Basis Type | GDPR/privacy lawful basis for processing |
| Location Type | Location classification (Internal, External) |
| Rating | Star ratings (None through 5 Stars) |
| Invoice Term | Payment terms (Due on Receipt, Net 7–90, End of Month) |
| Locale | UI/locale codes (en-GB, en-US, fr-FR, …) |
| File Category | Attachment category labels |
| Vehicle Type | Fleet vehicle classification |
| Vehicle Assignment Role | Vehicle assignment role (Delivery, Collection, …) |
| Facility Type | Facility classification |
| Service Resource Type | Service resource kind (Crew) |
Note: Built-in list designs are stored with spaces (e.g.
Activity Type), exactly as shown in the Settings → Lists UI. Query the API by the exact stored name, e.g.?q[name_eq]=Activity Type.
Using Lists in Custom Fields
Select and MultiSelect custom field types reference a list as their value source. When creating a custom field with these types, you select which list provides the dropdown options.