Global Lists provide a smarter, scalable way to manage dropdown options across templates. Rather than duplicating the same values in multiple places, admins can create reusable lists that maintain consistency and speed up report writing. Whether you're managing appliance brands, room types, or material options, Global Lists keep your team aligned and efficient.
Key Benefits
Centralized Management
All reusable dropdowns live in one place — the Global Lists tab in the Comment Library.Consistent Values Across Reports
Shared lists ensure standardized options in every report, reducing errors and inconsistencies.Reusable Across Templates
Use Global Lists in comments and introductory text throughout different templates.Inline Editing in Reports
Inspectors can edit list options directly while writing reports; changes update everywhere the list is used.Efficient Imports
Import and merge dropdowns from templates — no need to manually recreate lists.Quick Search and Filters
Easily find lists by name, tags, or description.
How It Works
Accessing Global Lists
Go to Template Editor > choose Open Comment Library > finally select the Lists tab.
Importing Lists from Templates
If no Global Lists have been created yet, you’ll see a message with the option to Import Lists from Templates.
If lists already exist, this option is available from the Options menu next to Create New.
Steps to import:
Click on options then choose Import Lists from Templates.
Select one or more active, published templates.
Click Import.
Identical lists across templates are automatically merged.
A success message will confirm:
Number of lists created
Number of duplicates merged
If an error occurs, an error message is displayed.
Creating a New Global List
Go to the Global Lists tab in the Comment Library.
Click Create New.
Fill in the following fields:
Name (optional)
Tags (optional)
Description (optional)
Options (required — must have at least one non-empty value)
Use drag handles to reorder options or delete as needed.
Click Save. The list appears at the top of the Global Lists tab.
Using Global Lists in Comments
Go to the Comments tab (in the Comment Library, Template Editor, or Report Writer).
Click Create New Comment or edit an existing comment.
To add a dropdown:
Click + Global List to select from shared lists.
Or click + Local List to create a one-time-use list.
When using a Global List:
A side sheet opens with searchable, filterable lists.
Click a list to insert it at the cursor position.
Only one Global List can be inserted per dropdown.
For single-use values, type directly into the dropdown input. These values won’t be saved.
Editing or Deleting a Global List
In the Global Lists tab, use search or filters to find the list.
Click the Edit icon next to the list.
Options that are existing are pre-filled.
Update List – Applies changes globally to all uses of the list.
To delete a list, Click on Delete icon next to the list, then confirm.
If the list is used in templates or reports, it will convert to a Local List in those contexts.
Creating or Promoting a Local List
While editing or creating a comment, click + Local List.
Add dropdown options (optional).
To save the list globally:
Check the Save to Global Lists box.
Fill in Name, Tags, and Description (optional).
Enter at least one list option.
Click Save. The list is promoted and will now appear in the Global Lists tab.
A blue Global List chip confirms the list is saved globally.
Editing or Deleting a List in Comments
Beside the list, an edit icon will be available
Clicking on the edit icon, opens up the side sheet of the list
Options that are existing are pre-filled.
Delete List option will delete the list from the comment
Update List
If it’s a local list, the list will be updated within that specific comment only.
If it’s a global list, changes are applied globally to all uses of the list.
Cancel will discard the changes made to the list
If you have any doubts or questions about this process please let us know!
You can reach us by chat, email at support@palmtech.com, or phone at (888) 736-2462.