Response sets
Create reusable option lists for single-select and multi-select fields, defined by hand or pulled live from an external system.
A response set is a named list of options that any single-select or multi-select field in any template can reference. Instead of maintaining the same choices in every field, you define the list once and point fields at it. When you update the set, every field that uses it picks up the change the next time that template is published.
Use a response set when the same choices recur across templates (for example, a standard severity scale or a shared list of locations), or when you want the options to stay in sync with an external system such as a Monday.com board.
Response sets are managed under Response sets in the admin app. The page is desktop-only.
The response sets list
The list shows one row per set. You can search by name or option label using the search box, and sort by Name or Type by selecting either column header.
| Column | What it shows |
|---|---|
| Name | The name you gave the set, with a one-line subtext below it. For a manual set the subtext is the option count; for a sourced set it names the provider, for example "Source: Monday.com". |
| Type | A Manual badge for sets you define by hand, or a Dynamic badge for sourced sets that resolve from a provider. |
| Options | A row of colored option chips for manual sets (capped, with a "+N" overflow), or a "Resolved at runtime" marker for sourced sets whose options are pulled when the set syncs. |
| Source status | For sourced sets, Active, Error, or "Never synced". Manual sets show a dash. |
| Actions | A per-row menu with Edit, Duplicate, and Delete. |
If no sets match your search, the list shows "No response sets match your search."
Bulk actions
Select the checkbox on one or more rows to open a bulk bar that shows the number selected. From there you can:
- Select Delete to remove every selected set after confirming.
- Select the clear icon to deselect everything.
The header checkbox selects or clears every set currently visible in the list.
Start from a starter set
When you have no response sets yet, the page shows a set of one-click starters so you do not have to build a common list from scratch. Select Use this under any starter to create it as a manual set:
| Starter | Options |
|---|---|
| Pass / Fail / N/A | Pass, Fail, N/A |
| Yes / No / N/A | Yes, No, N/A |
| Severity | Low, Medium, High, Critical |
| Condition rating | Good, Fair, Poor, Failed |
To build your own instead, select Start from scratch, which opens the new response set dialog.
Create a manual response set
A manual set holds a fixed list of options you define and update yourself.
- Select New response set.
- Enter a name.
- Leave the options mode set to Manual.
- Add options with Add option. Each option has a color, a code (a short identifier used internally), and a label (the text inspectors see).
- Pick a color for each option to style it at a glance, for example green Pass and red Fail. Select an option's color swatch to choose from the palette.
- Select Create.
You can change or remove options at any time by editing the set. Changes take effect for any template that references the set the next time that template is published.
Create a sourced response set
A sourced set pulls its options from an external provider. Auditmark resolves the options when the set syncs rather than storing them, so the list reflects the current state of the source. Sourced options come through as plain dropdown values with no color styling.
- Select New response set.
- Enter a name.
- Switch the options mode to Sourced.
- Choose a provider and fill in its fields (see the provider reference below).
- Select Test source to confirm the source resolves. When it works you see how many options it resolved; if it fails you see why, so you can fix the configuration before saving.
- Select Create.
The Test source button stays disabled until you have filled in enough of the source to resolve it. Use it whenever you change the configuration.
Provider reference
| Provider | When to use it |
|---|---|
| Internal entities | Populate options from Auditmark's own data, for example your team members. |
| Monday.com | Pull options from a Monday.com board you have connected under Integrations. |
| Generic API | Fetch options from any HTTPS endpoint you control. |
Internal entities
Select the entity type. The only available entity today is User, which resolves to the active members of your organization.
Monday.com
You need at least one Monday.com connection configured under Integrations before you can use this provider. If you have none, the connection list shows "No Monday.com connections configured".
| Field | What to provide |
|---|---|
| Monday.com connection | The connection to use. Connections appear here after you set them up under Integrations. |
| Board | The Monday.com board to source options from. You can search the board list. |
| Source from | Choose Board items to make each board item an option, or Subitems of an item to use the subitems of a specific item. |
| Label column (Board items only) | The board column whose value becomes the option label. |
| Value column (Board items only) | The board column whose value becomes the option code. Defaults to the item ID if left unset. |
| Item (Subitems only) | The specific item whose subitems become options. Each subitem name becomes the option label. |
Generic API
Only HTTPS public endpoints are allowed.
| Field | What to provide |
|---|---|
| Endpoint URL | The full HTTPS URL of the endpoint. |
| Method | GET or POST. |
| List path | A dot-notation path to the array within the response body, for example data.items. |
| Code path | The field within each array element to use as the option code, for example id. |
| Label path | The field within each array element to use as the display label, for example name. |
| Auth reference | An optional credential reference if the endpoint requires authentication. |
Edit a response set
- Open the actions menu on the set's row and select Edit.
- Update the name, options mode, options, or source configuration as needed.
- Select Save.
For manual sets you can add, change, or remove options. For sourced sets you can change any part of the provider configuration, then select Test source again to confirm it still resolves before saving.
Duplicate a response set
Open the actions menu on a set's row and select Duplicate. Auditmark creates a copy named after the original with "(copy)" appended, with the same mode, options, and source, which you can then rename or adjust by editing it.
Delete a response set
- Open the actions menu on the set's row and select Delete, or use the bulk Delete action for several sets at once.
- Confirm the deletion in the dialog.
Deleting a set is permanent. Any select or multi-select field that still references a deleted set will fail to publish until you open the affected field in the template editor and either assign a different response set or switch it to inline options.
Quick-create a set from a template field
When you configure a single-select or multi-select field in the template editor, you can create a new response set without leaving the builder.
- In the field configuration panel, set the options source to Use a response set.
- Select + New set.
- Fill in the name and options in the dialog that appears.
- Select Create. The new set is created and immediately selected for that field.
The set also appears in the Response sets list for use in other templates.
How response sets appear in templates
When you open a select or multi-select field's configuration panel in a template, you can set the options source to Define inline (options stored on the field itself) or Use a response set (options pulled from a shared set).
In the set picker, sourced sets show a Live badge. When you select a sourced set, the panel lists its current resolved options (up to the first 20) so you can confirm the set is working before you publish, and shows a Stale badge when the cached options are out of date. When you select a manual set, the panel lists its options directly.
From the field configuration panel, Manage sets opens the Response sets page in a new tab.