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Introduction
The custom list page allows you to create list layouts that can be used for canvassing voters and contacting individuals in your contact database. This feature uses a drag and drop elements similar to the email and web form module.
- To access the Create Custom Lists page, click on the Admin section of the Navigation Menu, hover your mouse over Custom Lists, File Layouts, and Data Options, and click Create Custom Printable List Layouts in the sub-menu.
You will be taken to a page that displays all your previously created custom list and survey layouts. To create a new layout, click the blue Add New Layout button.
Custom List Overview
The report editor page is divided into 3 different sections. On the left side of the page, under the Preview button, there is a row of alignment options, which allow you to adjust the alignment of the elements in your Custom List. See The Alignment Options Section.
Below the alignment options, you can find the list you are building, which is divided into a header, body, and footer. See The Custom List Section.
The section on the right-hand side is the Options section, which includes all of the different elements you can add to your list, as well as other options to edit the look and layout of the list. See Options Overview for a summary of the elements, or The Options Section for more information.
Options Overview
For more information about any of the sub-sections in the Options section, click on the title of the sub-section.
- Label - Adds a plain text field to the list.
- Barcode - Adds a bar code to the list. Note: The field for the bar code must be selected in the properties section.
- Rectangle - Adds a rectangle to the list.
- Data Field - Adds an empty data field to the list. Note: The field that will be displayed must be selected in the properties section.
- Horizontal Line - Adds a horizontal rule to the list.
- Vertical Line - Adds a vertical rule to the list.
- Check Mark - Adds a check mark to the list and allows you to change the check mark to an image.
- Layout Name - Controls the name of the file layout.
- Description - Controls the description of the file layout.
- Universe Type - Controls the type of universe that can be used when creating a list.
- List Type - Determines which Non-Contact Disposition Code Set will attach to your list.
- Page Orientation - Determines the orientation of the pages of your list.
- Header - Determines the size of the header of the list.
- Body - Determines the size of an individual record.
- Footer - Determines the size of the footer of the list.
Page Breaks
- Fields - Determines which field will be used for page breaks.
- Sort - Determines the sorting order of those page breaks.
Page Groups
- Fields - Determines which field will be used to create groups, which can be separated by horizontal rules.
- Sort - Determines the sorting order of those groups.
Sort Order
- Field - Determines the which field will be used to determine the sorting order of the entire list.
- Sort - Determines whether the sorting order is in an ascending or descending order.
Be sure to click Add to update the layout.
General
- Field - Determines the field that will be used for the selected item.
Font Settings
- Font - Controls the type of font in use for the selected item.
- Font Size - Controls the font size for the selected item.
- Alignment - Controls the alignment of the font of the selected file.
- Style - Determines if the selected item will be bold, italicized or underlined.
- Color - Controls the color of the font of the selected item.
- Padding - Controls the padding of the selected item.
Background
- Type - Determines if the background of the selected object is transparent or opaque.
- Color - Sets the color of an opaque background.
Border
- Type - Determines the type of border that is drawn around the selected object.
- Size - Controls the thickness of the border.
- Color - Controls the color of the border.
Line
- Style - Determines the style of the line.
- Color - Controls the color of the line.
- Size - Controls the thickness of the line.
Survey
- Layout - Determines which Survey Layout will be used in the list.
- Lines - Determines how many lines will be used in the survey
The Options Section
Content Blocks
The Content Blocks section features the various elements that you can add to your custom list. Each one of the items from this section are dragged into the actual custom list.
Report
The Report section features a list of general options that control the basic structure of your custom list. Use the Layout Name section to assign a name to your custom list layout. Use the Description text box to enter in a description for your custom list layout. Use the Universe Type drop down menu to select which type of universe will be used in the layout. Use the List Type drop down menu to select which type of non-contact disposition set should appear in the layout. Use the Page Orientation sub-section to select the page orientation of the custom list layout. Use the Header text box to set the size of the header, which will appear on each page. Use the Body text box to set the size each record will take up. Use the Footer text box to set the size of the footer, which will appear on each page.
Page
Page Breaks
The Page Breaks section determines how when pages break into a new page. Use the Field drop down menu to select the value you would like to use to break the page. Use the Sort drop down menu to select the order of the selected field, whether by ascending or descending order. Click the Add button to add that rule to your custom list.
Page Groups
The Page Groups section determines how voters are grouped together. These groups of voters are separated by horizontal rules. Use the Field drop down menu allows you to select the field that will be used to compose the groups. Use the Sort drop down menu to select the order of the selected field, whether by ascending or descending order. Click the Add button to add that rule to your custom list. Once at least 1 field has been selected, you can then customize the style of the horizontal rule. Use the Style drop down menu to select the type of horizontal rule you would like to generate. Use the Color drop down menu to select the color of the horizontal rule. Use the Width text box to set the thickness of the horizontal rule.
Sort Order
The Sort Order section determines the order that people will appear in the list. Use the Field drop down menu to select the value you would like to use for sorting. Use the Sort drop down menu to select the order of the selected field, whether by ascending or descending order. Click the Add button to add that rule to your custom list.
Properties
The properties section allows you select fields that will be used in the custom list, as well as customize the style options of individual items. The options in the properties section will change depending on the item that is currently selected in your custom list.
The Custom List Section
The custom list portion is divided into 3 different sections the header, body and footer. When designing your layout, keep in mind that you are only creating 1 record in the body portion of the layout. The size of body portion will determine the size of each record on your list, even if the elements added from the Options section do not take up the entire space of the body. While building your custom list, it is important to consistently preview your list to make sure elements do not run over each other.
Once an element has been placed in the layout it can only be moved within the section where it was originally placed.
Items can be moved together in a group by doing a drag select.
The Alignment Options Section
- Aligns the selected elements vertically to the top of the bounding box.
- Aligns the selected elements vertically to the bottom of the box.
- Aligns the selected elements vertically to the center of the bounding box.
- Aligns the selected elements horizontally to the left of the bounding box.
- Aligns the selected elements horizontally to the right of the bounding box.
- Aligns the selected elements horizontally to the center of the bounding box.
- Places the selected element on the top layer.
- Places the selected element on the bottom layer.
- Moves the selected element up 1 layer.
- Moves the selected element back 1 layer.
Custom Codes
Below are a list of Custom Codes that can be added to your labels to display dynamic information.
- #Page.Number# - Displays the current page number.
- #Page.TotalPages# - Displays the total amount of pages in your list.
- #List.Name# - Displays the name of your list.
- #List.Id# - Displays your list id.
Building a List
Once you are in the Custom List editor, you can follow the instruction below to help you get started designing your custom list.
- Click on the Report tab on the right side of the screen to expand the element.
- Use the Layout Name text box to name your layout. Note: This is how you will reference the list in the Create List and Files page.
- Use the Universe Type drop down menu to select the type of universe you want to use with this layout.
- Use the List Type drop down menu to select the type of list you are creating.
- Use the Header text box to adjust the amount of space you want the header to take up on each page.
- Use the Body text box to adjust the amount of space you want each voter/contact record to take up on each page.
- Use the Footer text box to adjust the amount of space you want the footer to take up on each page.
- Click on the Page tab on the left side of the screen to expand the element.
- In the Page Breaks sub-section, use the Field drop down menu to select the element that should create page breaks.
- In the Page Breaks sub-section, use the Sort drop-down menu to select if you would like to sort by ascending or descending.
- In the Page Breaks sub-section, click the Add button.
- In the Page Groups sub-section, use the Field drop down menu to select the element that should create page groups.
- In the Page Groups sub-section, use the Sort drop-down menu to select if you would like to sort by ascending or descending.
- In the Page Groups sub-section, click the Add button.
- In the Sort Order sub-section, use the Field drop down menu to select the field you would like to use to sort the list.
- In the Sort Order sub-section, use the Sort drop-down menu to select if you would like to sort by ascending or descending.
- In the Sort Order sub-section, click the Add button.
- Click on the Content Blocks tab.
- For any dynamic element you want to add to your list, drag in the Data Field block to the list in the middle.
- Click on the added block to activate it.
- Click on the Properties tab.
- Use the Field drop down menu to select what item that block should display.
- Repeat steps 18 - 22 until you have added all of the items you would like to display.
- Click the Preview button to get a preview of the list layout.
- Click the Save button to save your changes.