Kraaft makes your life easier: build your list once, then reuse it across all your reports 🚀 No more double entry and info scattered across three different places!
A reference list isn't just a simple choice list: each entry can have several properties (phone number, job, license, price...) 💡
A few concrete examples:
🏗️ A list of suppliers with their contact details and prices
🔧 A list of equipment with its references
Build your list once, fill it in, and drop it into as many reports as you want ✅ Update it once, and it updates everywhere it's used!
🛠️ Create your reference list
In the left menu, click Reports
Go to the Reference lists tab
Click New list 🆕
Name it and confirm ✅
Your reference list is created — now let's set it up 👇
⚙️ Set up and fill in your reference list
📋 To set up your list's fields:
Click on your reference list
Go to the List tab
Add the fields you want to appear for each entry
You'll find the same field types as in a report template 🎯
For example, for a list of team members: name, phone number, job, and driving license ✅
✏️ To fill in the list:
Go to the Entries tab
Click Add an entry at the bottom left of the page
Fill in the information just like in a regular table
💡 You can also paste several rows straight from your spreadsheet: click the first cell of the entry, then paste your Excel table 📋 If you paste more rows than there are entries, Kraaft automatically creates the missing ones!
🔗 Use your reference list in a report template
Head to your report template to connect your reference list 🚀
From the left menu > Reports > open the report template where you want to add the reference list
Add a Reference list field to the template
Choose whether to allow single or multiple selection
Select the reference list you just created
Display data linked to your reference list
Want to automatically display info from your list in the report, like a team member's license? 🧐 Here's how:
Add a List linked data field to your template
Choose your Reference list field as the source
Select the data to display
💡 Result — As soon as you pick an entry in your report, the linked data fills in automatically ⚡ You can even search for a specific entry using the small magnifying glass at the top of the list 🔍
🧐 Good to know about reference lists
Reference lists and linked data aren't usable in automations yet 👀
An updated reference list is automatically reflected everywhere it's used ✅