How do I create drop-down lists in my Library?

By default, when you ask a question in RFP360 respondents can answer in free-form text. If you want to control what type of response they provide, you can create custom response options. Maybe you need them to respond only Yes, No or NA to a whole Section on Security, or maybe you need custom drop-downs for special functionality needs. 

These response options are set up and controlled in your Library, available from the left-hand navigation (Library).  

Your account should be configured with a standard True/False response list. You can create new response lists using the ‘New List’ button on the top right. 

You can even assign scores to list values. So, if you force respondents to select from a drop-down list, the application will assign the proper default score to their response. When you review and evaluate their responses, you can override those defaults, but they help take some of the work off your scorers.

Using your Lists

Back in your RFP, you can use these response lists in questions you ask your respondents. If you click on a question and look at the right-hand pane, you’ll see question configuration options. These include:

Priority (or weight) and
Response type
Additionally, it's important to know that if you're using the Excel upload template in RFP360 to draft a new RFP or Profile, you will need to refer to your List page in the Library in order to provide the List Type in the upload template.

Each list will have a unique identifier code to use in the Excel template. To read more about the Excel template click here.

This is where you pick the list you want. You can allow multiple values (a checklist) or single values (a drop-down list). You can see a Preview of your setup directly below. 

Note: When you publish your RFP, we make a snapshot of that list. So if you or a teammate edit the list in the Library, it will not impact the list options in your published RFP. 

Issuing: Issuing an RFP to Vendors

  1. Getting Started - evaluating vendors with RFP360
  2. What is the RFP Dashboard?
  3. How do I create a new RFP, RFI or Profile?
  4. How can I link an RFP to a Profile?
  5. How do I edit the name of my RFP?
  6. Using the Excel template to draft an RFP/RFI
  7. Who is my RFP owner?
  8. How do I create Sections and Questions in an RFP?
  9. Can I move around questions within my RFP while I'm drafting it?
  10. We use a lot of Sub-Sections in our RFPs. How do I set those up?
  11. How do I create drop-down lists in my Library?
  12. Can I make some sections optional in my RFP for my Vendor?
  13. How do I assign an RFP section to a writer?
  14. Can I edit my RFP after I publish it?
  15. How do I attach a file in an RFP I'm writing?
  16. How will my RFP or Profile look to respondents?
  17. How do I publish my RFP or Profile?
  18. How do I resend an invitation to an RFP/Profile?
  19. How do I extend the RFP or Profile's due date (deadline)?
  20. How do I accept or reject a proposal submitted after the due date?
  21. How does the Score Vendor Responses setting affect an RFP Status and a Vendors ability to submit their response?
  22. How do I add an addendum?
  23. What if I need to make changes to my RFP/Profile after I have published?
  24. How do I move questions from one section to another?
  25. How do I close out an RFP?
  26. How do I export a completed RFP event?
  27. How do I delete an RFP or Profile?
  28. How do I send messages to vendors?
  29. How do I move an RFP to a sub-account?
  30. How do I copy an existing RFP or Profile?
  31. How do I fill out the Excel upload template for a new RFP?

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