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How to update the drop down menu options on a form field

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    Mike Davis

    Hi Carley!

    The ability to update dropdown options depends on the type of field involved:
     
    Relationship/Edge fields (where options are linked data records):
    - These can sometimes be updated by navigating to the relevant data type in the Data experience
    - If the data type is hidden from view, reach out to Customer Support and we can assist
     
    Enumeration properties (hardcoded dropdown options like Open/Closed or Process/Design/Talent):
    - These cannot be self-serviced
    - Updates to existing options need to go through your PSM (Professional Services Manager) via your CSM, as changes in the back-end model may also require a bulk data update for existing records
    - New options can be added to these fields without needing a PSM
     
    The best first step is to reach out to your CSM, who can direct the request to the right team based on which type of field needs updating. Hope that helps clarify!
     
    UPDATED 2026
  • Carley

    Thank you!!

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