Data sets (autocomplete lists)

Data sets power autocomplete fields on case forms. They’re managed per team.

Create a data set

1. Switch to the relevant team
2. Open Team Settings
3. In Data Sets, select Add Data Set
4. Enter a name (for example “Root Causes”)
5. Add options:
   • Add individual options, or
   • Upload a plain text file (.txt) with one option per line
6. Select Save Data Set

Limits and notes

• Data sets support up to 10,000 options
• Upload files must be plain text and under 1MB