Custom Fields: Dropdown Lists
  • 18 May 2023
  • 1 Minute to read
  • Contributors

Custom Fields: Dropdown Lists

Article Summary

This feature is available only for "Enterprise" tiers, and is accessible only by the "Admins"!

A dropdown list is useful when you've a list options (short or long) to select from. You can configure dropdown custom fields to capture data like Priority, RAG status, MoSCoW prioritization, Functional Business Unit, etc. This'll allow you to capture, track, and manipulate specific qualitative data points of interest to your strategy and organization.

  1. Give the Group a name. This'll house the fields configured under it. This group name will be displayed in the relevant sidebar, and on expanding it, you'll see the fields added to it! You can consolidate the related fields under the group.
  2. Click Add Field to proceed.
  3. Choose Dropdown from the Field type dropdown list. 
  4. Choose New dropdown field from the Label dropdown list, and give it a name. As and when you fill in the details, you can see a preview of it!
    • Options - Enter the values or options that you want the dropdown to list. Click Add to get it added to the list.
    • Default value - Prefill the field with a specified option.
    • Required - Select this check-box to make this field mandatory, otherwise it'll be optional!
    • Allow multi-select - Select this option to allow choosing multiple dropdown values against the field!

Each field is auto-saved once populated! Click Add Field to add additional custom fields within the same group, or Add Group to create a new group of custom fields. While you can drag and drop the fields to reorder them within the group or move between groups, you can also drag and drop the groups in any order so that they appear the way you want them in the Sidebar!

If you wish to add an existing custom field, then select that field from the Label dropdown list. And, if you edit a value in the custom field, click Edit values. See Edit existing custom field for details.

Once applied to a plan, you can then populate data for the relevant custom fields from the Edit sidebar view.

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