How to update the drop down menu options on a form field
已回答Is there a self-service method by which I can update the drop down menu options for an existing field in my Audit form? For example, our Audit form has a 'Status' field with drop down options of Open/Closed and our Issue form has a 'Category' field with drop down options of Process/Design/Talent etc. I would like to change the drop down menu options for such fields. I am aware that I can contact Support to help me with this, but I would like to confirm whether I can do this myself without raising a ticket with Support? I have already checked the Data tab in my workspace and 'Audit Status' and 'Issue Category' are not visible data types which I can edit - they are not listed there at all. Should they be?
0
-
正式评论
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 assistEnumeration 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 PSMThe 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
评论
2 条评论