Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 6 Next »

Custom fields of type “Auto-complete pick list” are ideal for pick lists with hundreds or thousands of options a user can choose from.

Capabilities

The powerful features are:

  • 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.

Finally, click the Add link and chose the field type as shown below:

Configure list of options

To download the current list of options use:

To upload a list of options (with their meta data) use:

Can I configure options from the user interface?

No, this is not possible at this time.

You will need to use the API as explained above.

  • No labels