Capture key additional information by adding fields with dropdown lists to records. You can add up to 100 options to a regular dropdown list.
Tip
If you need to create a dropdown list with more than 200 options, you can create a custom object. Learn more.
By adding dropdown lists, you promote data hygiene and make it easier for users to add and update records.
Procedure
Adding the information
- Click Configuration > Data Model > Field Configuration.
- Select an object from the Objects list.
- Click Add .
- Type the name.
- Ensure that Short text is selected as the data type.
- Optional. Select Unique.
- Optional. Select Mandatory.
- Optional. Type a default value.
- Click Dropdown.
- Optional. Select Searchable if you want to add the name of the field to the quick search.
- Optional. Add help text for the field.
- Optional. Select Add updates to history if you want to use the values in this field to trigger workflows.
Adding the dropdown options
- Click the Dropdown tab.
- Click Help text . You can add more information for each of the options to help the user select the right option.
- Click and the options.
- Click Create.
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