Drop-down lists are versatile, and ensure cleaner data compared to a free text field for when there's a limited range of possible values in a field. But that doesn't mean they won't need to change sometimes!

Note: You'll need to be an admin to change drop-down list options

Adding new options

Removing options

Changing from one option to another


Adding new options

To add new options to your list, follow these steps:

  1. Enter customisation mode

  2. Click on the drop-down field you'd like to add your option to

  3. Type your new option in the 'Add drop-down options' box

  4. Hit Enter ↵ on your keyboard

  5. Click 'Save'

Tip: If you'd like to add options in bulk, click the button at the end of the options box. You can copy/paste from a spreadsheet or another list, and

every line will be added as an option!


Removing options

To remove any drop-down options that you no longer need, follow these steps:

  1. Enter customisation mode

  2. Click on the drop-down field you'd like to remove your option from

  3. Click the 'X' next to any option that you no longer need

  4. Click 'Save'

Warning: Any records that had that option will have that value removed - there is no undo, so make sure you don't need it!


Changing from one option to another

Summary

To add a new drop-down option, you need to:

  1. Create the new option

  2. Update all of the records with the old option to use the new one

  3. Remove the old option

Step by step guide

  1. Follow the steps above to add a new option

  2. Go back to your list of records

  3. Filter for those records that have the old option

    Filter for dropdown

  4. Select them all, click the action menu (the three dots) and click 'Update records'

    Update people

  5. Choose your drop-down field, and select the new option. If your drop-down list allows multiple options to be selected, choose 'Add to existing values' as the merge option.

    Update dropdown list - add new option

  6. Click 'Update'

  7. Follow the steps above to remove the old option

Success! Drop-down updated!

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