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Updating Dropdown Types

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Navigating to the Types section

  1. Click Admin of the left hand menu to navigate to the Admin Section.
  2. From the Admin Section click on Types from the left hand menu.
  3. Use the top drop down field to select the field you want to edit or add to.
  4. This will load the current drop down options for the selected field.

 

Add New Type Options

  1. After selecting an field, use the top field to add a new option.
  2. Use the Name field to specify the new option you want to add.
  3. Click Add.

Master Types

Some fields allow you to select a Master Type. Master Types are useful for categorizing your field options and to standardize your reporting.

 

Arranging Field Options

  • You can arrange your field options alphabetically by clicking on Sort All. 
  • You can also customize the order of field options by dragging an option and placing it in a new location in the list.

 

Removing Options from a Drop Down

  • Use the Active? column next to each option to remove or show that option in the drop down.
    • No: This option will remove the selection from the drop down list.
    • Yes: This option will show the selection in the drop down list.

Note: Selecting No will keep any existing field data intact.

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