Adding a regular dropdown list

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

1. Click Configuration > Data Model > Field Configuration.
2. Select an object from the Objects list.
3. Click Add . 
4. Type the name.
5. Ensure that Short text is selected as the data type.
6. Optional. Select Unique.
7. Optional. Select Mandatory.
8. Optional. Type a default value.
9. Click Dropdown.
10. Optional. Select Searchable if you want to add the name of the field to the quick search.
11. Optional. Add help text for the field.
12. Optional. Select Add updates to history if you want to use the values in this field to trigger workflows.

Adding the dropdown options

Don't forget to add the dropdown options! If you save the field without adding the dropdown options, users can create their own options.

1. Click the Dropdown tab.
2. Click Help text . You can add more information for each of the options to help the user select the right option.
3. Click and the options.
4. Click Create.