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Please note that the options shown on the configuration screen will vary depending on the field type and where in the system the custom field is being used. |
Pick lists
There are several types of pick lists supported. Based on your needs, chose the one that works best for each case:
Pick list
Users can select one of the options in the list. The values are predefined in the settings of that custom field.
Pick list, custom text allowed
Whenever this field is presented to users, they can select one of the values proposed in the list or type a new value. As a result, the list of options can eventually grow bigger (if values get officially added).
In the configuration screen of the picklist, just below the options text box, two features make it possible to include values typed by users in the default pick list or even sort all options by alphabetical order.
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Click on 'Add missing values' to incorporate all values captured from user input into the list of possible values.
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Pick list, multiple choice
Users can select one or several values in the list
Hierarchical pick lists
Pick list fields can be configured to be editable as two cascading drop down lists. This option is great when a pick list has many options and there is a hierarchy of options.
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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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