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  • Can handle hundreds to thousands of options. Other pick lists are good for up to a hundred options.

  • Shows the options that match a text typed by a user. This allows for very efficient selection. Users will appreciate.

  • Allows to include meta-information with the options. Define the information that shall be shown to the user. This could be a short description or anything you deem important to visualize.

  • Retrieve or update options using the API.

  • Client order forms: Copy the meta-information of the selected option to order or project custom-fields. This is a very advanced use-case. Please ask support for more help or have a look at the order form configuration (Settings > New order forms).

Use a different type of pick list in these cases:

  • The number of pick list options is small (less than 100).

  • I need to edit options from the user interface. I cannot use the API.

  • I really do not need that meta-information feature explained above.

Configure custom field

Go to Settings > Custom fields. Then choose the object to which to add the custom field, such as Project, Order, Person etc.

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