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How can I use dropdown/selection fields?
How can I use dropdown/selection fields?

For quick selection of information for your desired object.

Corinna Hahnefeld avatar
Written by Corinna Hahnefeld
Updated over a year ago

In this article you will find:

Common use cases for dropdown fields:

Employees:

  • Many of our customers use dropdowns to create the list of employees who use each objects

Inventory group

  • If, for example, you want to know exactly how many inventories of furniture are currently in stock, this field is worthwhile.

  • How granular you proceed here is up to each company. It all depends on what information you want to filter for & how important some fields are to you

  • You can build a general field and a more granular field for e.g. specifically the IT inventories:

    • General inventory group:

    • Inventory group specifically for IT equipment:

Status of the object:

  • If you want to track which situation your object is in at the moment, use a dropdown field for this:

Create & edit dropdown fields:

  • Navigate to "Settings", "Field Definition (Objects)"

Either select your existing dropdown field in the list using the pencil icon or create a new dropdown field:

  • Choose a name for your dropdown field in the upper area, here e.g. 'Employees'.

  • In the 'Items' area you can drag and drop the field to the right of it to make it bigger or smaller and then enter your employees

Note:

  • We recommend that you list your entries alphabetically in the drop-down field. This will save you searching through the list.

  • Please also avoid empty rows

  • Just end each entry with a new line using the 'Enter' button

  • make sure there is no empty row after the last dropdown element, otherwise it will be selectable during the dropdown selection

  • Select your settings:

    • Editable yes/no

    • Mandatory field yes/no

    • Show in Detail View yes/no

    • Select a group and

    • decide if you want to display the field in the app

  • Confirm all entries by clicking on "Create field"

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