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Global Lists

Summary

Global Lists are centralized, reusable lists of values your organization uses across Supportable — most commonly used for custom pick‑lists, multiple choice inputs, etc. Maintaining Global Lists ensures consistency in data entry, reporting, and automation.

Who is this article for

  • IT admins and System Administrators — maintain lists and control availability.
  • Data stewards / Business admins — update list values and validate duplicates.
  • Intake Coordinators and Operations staff — rely on consistent pick‑list values during intake and data entry.

How it fits in

Global Lists are referenced by multiple modules (Referrals, Alumni, Marketing, etc.). Instead of each user creating ad‑hoc values, admins manage canonical lists in one place so dropdowns, filters, and reports use the same controlled vocabulary.

What it does

  • Stores named lists of values used across the application (company scope).
  • Supports Active and Inactive views so you can retire values without deleting history.
  • Prevents duplicate names within the same data set and provides simple validation.
  • Shows audit and status info so admins can manage lifecycle and reuse.

Where to find it

setup-moduleFor administrative (Org-admin) users, the Setup module is found in the left navigation bar. To navigate to Users & Seats:

  1. Click the Setup module icon in the left-navigation bar.
  2. Click the Manage button in the "Global Lists" card.

Common workflows

Create a new Global List

To create a Global List, see this visual how-to or follow these steps:

  1. Click "Add global list"
  2. Give the list a Name.
  3. Click "Add item"
  4. Enter a list item.
  5. Click "Create Global List"

Tips, warnings & best practices

Tip: Use clear, consistent naming conventions to avoid ambiguity in reports.

Best PracticeLimit edit rights to a small group of data stewards to maintain data quality.

Caution: Inactivating a data set will not delete historical references but may affect dropdown availability in forms — verify downstream impacts before inactivating.