Skip to main content

How to configure a custom field to be a drop down field

Custom field can be configured as a Drop Down field, also known as a Lookup Field. First, configure the custom field as described in How to create/expose a new custom field. Tick the Lookup Field c

Updated over 2 weeks ago

Custom field can be configured as a Drop Down field, also known as a Lookup Field.

Custom Field - Lookup.png

First, configure the custom field as described in How to create/expose a new custom field.

Tick the Lookup Field checkbox, and click

save button

. After you have clicked

save button

, the Lookup Field, which was previously grayed out, will now be available.

Custom Field - Lookup - Tick Box.png

A section called Lookup Values will appear at the bottom of the screen. Enter the number of values you would like to add to the Drop Down. Click

new button

to add more rows.

Custom Field - Lookup - Lookup Values.png

Enter the values and the order in which you would like to display, and then click

save button

..

The fields available in the Lookup Values section:

  • Lookup Value: Input what you would like to see on the drop down list. This is a required field

  • Code: this can be an identifier code

  • Display Order: the order should the list appear in

  • Inactive: this should be unticked for the value to be visible

Did this answer your question?