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How to edit a drop-down field
How to edit a drop-down field

Add new options to a drop down field

Updated over a week ago

Changing, adding or re-ordering the options in a drop-down field is quick and easy.

Note: This is a guide for admins


Adding new drop-down options

Individually

  1. Enable customisation mode by clicking on the cogwheel in the top right of a record

    Customise record type

  2. Click the drop-down field you'd like to edit (directly on the field, not the card)

  3. Type your new drop-down option in the 'Add drop-down options' box and press enter ↵ on your keyboard

  4. Click 'Save'.


In bulk

Got a long list of options and don't want to add them one at a time?

  1. Enable customisation mode by clicking on the cogwheel in the top right of a record

    Customise record type

  2. Click the drop-down field you'd like to edit (directly on the field, not the card)

  3. Click the icon at the right hand side of the 'Add drop-down options' box

  4. Type or paste in your list of new drop-down options, making sure to enter one new option per line, then click 'Add'.

  5. Click 'Save'


Reordering drop-down options

By default, any new drop-down options will be added to the bottom of your list.

  1. Enable customisation mode by clicking on the cogwheel in the top right of a record

    Customise record type

  2. Click the field you'd like to edit (directly on the field, not the card)

  3. Click on the drop-down option you'd like to reorder and drag and drop it to the correct place in your list.

  4. Click 'Save'.

If you're looking to change or edit the wording of a drop-down option, follow the steps here in our guide.

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