> ## Documentation Index
> Fetch the complete documentation index at: https://university.triggr-app.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Exclusion lists

> Hide items such as a client's break-glass admin accounts from your forms' dropdowns, client by client.

An exclusion list hides chosen items from your forms' dropdowns, client by client, so nobody can pick them. Find them in **Settings > Exclusion Lists** (Admin role).

<Frame caption="Exclusion lists: a list that hides a client's break-glass admin, attached to a form's dropdown and tested as one of the client's users (1:26).">
  <video controls preload="none" playsInline className="w-full aspect-video rounded-xl" poster="/images/videos/studio-exclusion-lists.jpg" src="https://mintcdn.com/triggr/GxrCQFDFNLmEMyJ1/images/videos/studio-exclusion-lists.mp4?fit=max&auto=format&n=GxrCQFDFNLmEMyJ1&q=85&s=422d115954f22e6ac11c5f41f60118ea" data-path="images/videos/studio-exclusion-lists.mp4" />
</Frame>

This example hides each client's emergency admin accounts from an offboarding form's User to offboard dropdown, which lists the client's Microsoft users.

<Steps>
  <Step title="Create the list">
    Click **New List**, enter the Name and Description, choose the Scope and click **Create List**.

    <Frame>
      <img src="https://mintcdn.com/triggr/_d7ojda9vf8IHE31/images/studio/clients/new-exclusion-list.png?fit=max&auto=format&n=_d7ojda9vf8IHE31&q=85&s=e5229923f389ad23342cce65188af83b" width="512" alt="The Create New Exclusion List dialog with Name Break-glass accounts, Description Emergency admin accounts that must never be offboarded or reset from a form, Scope Hide on Demand, and Cancel and Create List buttons." data-path="images/studio/clients/new-exclusion-list.png" />
    </Frame>

    | Scope | Hides the items from |
    | - | - |
    | Hide on Demand | Only the dropdowns you attach the list to |
    | Automatically Hide from All Inputs | Every dropdown that loads its options, on every form |
  </Step>

  <Step title="Open it">
    Click **Manage Users** on the list's row.

    <Frame>
      <img src="https://mintcdn.com/triggr/_d7ojda9vf8IHE31/images/studio/clients/exclusion-lists.png?fit=max&auto=format&n=_d7ojda9vf8IHE31&q=85&s=97887105db46a6bd15547343e7bc471e" alt="The Exclusion Lists page with Refresh and New List buttons and a Break-glass accounts list with scope Hide on Demand and Manage Users, Edit and delete actions." width="3024" height="676" data-path="images/studio/clients/exclusion-lists.png" />
    </Frame>
  </Step>

  <Step title="Add each client's items">
    Choose the client at the top, then:

    * Microsoft Users: tick each account. The client's users load when you open the tab, and each tick saves.
    * Manual Entry: click **Add Row**, enter the Excluded ID and click Save.

    <Frame>
      <img src="https://mintcdn.com/triggr/_d7ojda9vf8IHE31/images/studio/clients/exclusion-list-entries.png?fit=max&auto=format&n=_d7ojda9vf8IHE31&q=85&s=a294b8954dbefd5ccda8764befb0da6f" alt="The Break-glass accounts list for Acme Corp on the Manual Entry tab, with a new row containing an excluded ID and Save and Cancel buttons, a saved excluded ID created Oct 16, 2026, a Microsoft Users tab and an Add Row button." width="2880" height="530" data-path="images/studio/clients/exclusion-list-entries.png" />
    </Frame>

    An excluded ID must match the value the dropdown's option submits; for Microsoft users, that's the user's object ID.
  </Step>

  <Step title="Attach it to the dropdown">
    For a Hide on Demand list, click the dropdown in the form designer, click **Add Exclusion List** under Exclusion Lists, choose the list and save the form.

    <Frame>
      <img src="https://mintcdn.com/triggr/_d7ojda9vf8IHE31/images/studio/clients/field-exclusion-list.png?fit=max&auto=format&n=_d7ojda9vf8IHE31&q=85&s=888157e0387b3c3e054fb788e58d089c" width="310" alt="The Exclusion Lists section of a field's properties with an Add Exclusion List link, the hint Select exclusion lists with hide on demand scope to filter out excluded items from this field's options, and Break-glass accounts chosen." data-path="images/studio/clients/field-exclusion-list.png" />
    </Frame>
  </Step>

  <Step title="Test it">
    Click **Share Form > Impersonate**, choose the client and one of its users, click **Open as this user**, and open the dropdown: the excluded accounts are missing.
  </Step>
</Steps>

Lists filter dropdowns whose options load from Microsoft, an integration, Triggr, a database, a workflow or a cache; you attach a Hide on Demand list to a Select or Multi Select. The form must know the client, so use Microsoft or Google sign-in, or Internal with Manually Set Client (see [Form authentication](/studio/forms/authentication)).

Exclusion lists only change what a form offers. Workflows still see every item, so add a Condition step if a workflow must never act on an account.

## Troubleshooting

<AccordionGroup>
  <Accordion title="An excluded account still appears in the dropdown">
    Check the entry is saved for that client, the form identifies the client, and the Excluded ID matches the option's value. A Hide on Demand list must also be attached to the field.
  </Accordion>

  <Accordion title="My list isn't offered under Exclusion Lists on the field">
    Fields offer only Hide on Demand lists. Automatically Hide from All Inputs lists apply without attaching.
  </Accordion>

  <Accordion title="There's no Microsoft Users tab">
    Choose a client at the top of the list first. Loading users needs the client connected through your Microsoft integration.
  </Accordion>

  <Accordion title="“Excluded ID is required”">
    The new row is empty. Enter the ID, or click Cancel.
  </Accordion>
</AccordionGroup>


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