Creating a Dropdown Field

  • Updated
  1. Go to Records > Fields.

  2. Click on the New + icon.

Creating_a_Field.png

In the Create New Field window:

  1. In the Field label, give the Field a Name.
  2. In the Field Type dropdown select Dropdown.
  3. Create the first value of the dropdown:
    • Introduce a Label. The label will be visible for users to select in the dropdown.
    • Introduce a Value. The value is used for backend data.
  4. Click on the + icon to add another value.
    • Repeat steps 3 to 4 to add as many values as needed.
  5. If you need to remove a value click on the - icon
  6. Select the Data Type of the values.
  7. If it should be allowed to introduce another value then turn the Another valued Allowed switch ON, otherwise, leave it turned OFF as it is per default.
  8. If it should be allowed to select multiple values then turn the Multi-Select switch ON, otherwise, leave it turned OFF as it is per default.
  9. Turn the Mandatory switch ON if you would like the field to be mandatory. Otherwise, leave it turned OFF, this is the default setting.
  10. Save

Creating_a_Dropdown_Field.png

  Relevant for: Administrators / Managers.
  Please note: Managers can only create new Fields if the Allow Managers to manage Forms and Form Fields toggle is turned ON on Permission Settings.
Fields_creation.png

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