Connecting...

List Field: Variable-Length Inputs Done Right

Some questions don't have a fixed number of answers. "List every property you own." "Enter each dependent's name." "What are the currencies you hold?" The new List field type replaces the awkward workarounds — numbered text fields, free-text answers, comma-separated instructions — with a proper add/remove input that clients fill as many rows as they actually have.

What's New

List as a first-class field type

The builder palette now includes List alongside Text, Number, Date, and the rest. A list field is a single typed input — text, email, number, or currency — that the client can repeat from zero up to a configured maximum.

Min and max row enforcement

Each list has a configurable minimum and maximum. A required list with min = 2, max = 10 forces at least two entries and caps at ten. Optional lists can be left empty, with the Add button still available.

Typed entries, not freeform text

Pick the underlying type once — text, email, number, or currency — and every row on the portal form uses that input. Currency prefixes render per row, and validation fires per row so a client knows which entry is incomplete.

AI extraction returns arrays

When AI reads an uploaded document, the extraction prompt now advertises list fields as arrays. A document listing four properties comes back as four rows, pre-filled, ready for the client to review and edit.

Rendered in folio detail

List values render as a comma-separated summary on the folio detail page, with the full ordered list available on hover or in exports. Downstream integrations receive a native array, not a joined string.

How to Use It

  1. Open a template in the Builder
  2. Drop a List field into a section
  3. Pick the type (text, email, number, or currency)
  4. Set min and max row counts
  5. Save and publish
  6. Clients fill the list as they go — or AI pre-fills from uploaded documents

What's Improved

Consistent field-rule machinery

List fields share the same required/optional, conditional visibility, and style configuration as every other field type, so there's nothing new to learn for the builder UI.

  • Table Field — Multi-column structured rows, shipped alongside list