Select Field Type

Select Field Type

Select fields provide a dropdown menu with predefined options, ensuring consistent data entry.

Configuration Options

When creating a select field, you define the available options:

Adding Options

1. Create a field with Type: Select
2. Click "Add Option"
3. Enter the Label (what users see)
4. Enter the Value (stored in database)
5. Repeat for each option

Example: Document Type

Reordering Options

• Drag options to reorder
• Controls dropdown list order
• Top option is default if no default value set

Removing Options

1. Click "Remove" next to an option
2. Option is deleted from the list
3. Warning: Existing records with this value will show it as blank

Default Value

Set a default option that's pre-selected:

1. Choose an option from Default Value dropdown
2. New orders will have this option selected
3. Users can still change the value

Best Practices

Do:

• Limit to 10-15 options maximum
• Use clear, concise labels
• Order options logically (alphabetical or by frequency)
• Include an "Other" option if needed

Don't:

• Create overly long lists
• Use similar labels that could confuse users
• Change options frequently (breaks historical data)

Common Use Cases

Related Help

• Custom Fields Overview
• Text Field Type
• Custom Fields Settings