What is the Picklist element?
The Picklist element allows you to add predefined selectable options to a document.
It can be used for:
Client selections (e.g. menu choices, preferences)
Internal selections made by staff
How to edit the Picklist element
Double-click the element, or
Click the edit icon
This opens the customization panel.
Display and formatting options
You can adjust:
Top & Bottom Margins
Font styling
Label and Placeholder text
Inline display
Inline option
Enabled: label and input appear on the same line
Disabled: label and input appear on separate lines
Content options
Description (optional)
Functions like a text box
Supports rich formatting
Can be used to provide instructions or additional context
Required field
Prevents form submission unless a selection is made
Displays a red asterisk on the document
Picklist options
Two options are included by default
Click Add Option to include more
Options can be reordered or removed
Each option can also include:
A title
A description (with full text formatting)
Visibility options
Hide Picklist Option Selection From Customers
Turns the Picklist into an internal-only selection tool
Staff selects the option
Customers only see the selected option’s description
Option titles are hidden from customers
Important notes
Picklist responses are not automatically saved to Event Temple fields
Any collected data must be recorded manually if needed elsewhere
Picklists are best used for capturing selections within documents only