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Info

Introduction: This guide describes how to add custom values to dropdowns.

Audience: Users who need to add a new value to a dropdown.

Functionality: Several domains in the system allow you to add custom values to the system dropdowns.

Change Log:

Date

Changes

Oct 2021

Comprehensive documentation about the custom dropdown feature.

If you need to select an option in a dropdown, but it is not available, you can use the Manage Custom Values for Dropdowns feature. This allows you to add a custom value into the system for use later.

Note: The example below uses the Custom Business Types list. However, all custom value lists behave the same way.

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Navigate to User Tools > Manage Custom Values for Dropdowns.

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Click on the list that you would like to add information to.

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Click the New Custom Business Types button.

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Fill out the Details.

Note: You are only required to enter a Name.

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Click Save.

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Confirm that your option is available to select.

Info

Example: The example shows that our new Custom Business Type is now available in the Business Type dropdown.

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