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- Text - A simple text entry field, which may be limited by setting a maximum number of characters and number of rows.
- Pick List - Enter options per line to provide a list of choices to the person filling in the information. Only once one choice can be selected when this field type is used.
- Pick List, Custom Text Allowed - if none of the options in the list are appropriate, users can opt to type their own value. This pick list is ideal if you want to capture custom values or if you want to include new values required by users into the default picklist.
- Pick List, Multiple Choice - Same as above; however, the user can select more than one option in the list by ticking on each checkbox.
- Pick List, Autocomplete - Ideal for pick lists with hundreds or thousands of options a user can choose from.
- Hyperlink - Field appears as a text box with http:// to show that a hyperlink must be entered.
- Image - Field consists of a button for uploading an image to the project, order, etc.
- Checkbox - This field provides a single checkbox. If ticked, the related value will be considered 'True' by the system, and 'False' if not. Note that by default, the field value is not ticked.
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Optionally add the split character in the lines above and add a space before and after. The first picklist shows the text before the split character (prefix), and the second picklist shows the texts after the split character (suffix). |
Autocomplete Pick List
This type of picklist is recommended with lists that include hundreds or thousands of options a user can choose from. Their key features are listed below:
Able to handle hundreds even thousands of options. Other pick lists are only capable of handling hundreds of options.
Shows the options that match a text typed by a user. This allows for extremely efficient selection that users will appreciate it.
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 contact support for more help or have a look at the order form configuration (Settings > New order forms).
Click the Add link and chose the field type as shown below:
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Use a different type of pick list in these cases:
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Viewing and Editing Permissions
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