Add or Update Field Options
The options in the field type select/ options can be customised. In this example, we'll modify the All Cases record. Watch the guided demo below.
You can also follow the same steps using the written guide below.
- Go to the record page you want to modify, click the three-dots menu, and select Configure Record.
- In the manage record page, open the Fields tab.
- Find the field with the Select type. In this example, we will update the Status field.
- In the Uses Record/List field, click the icon on the right to open the linked list.
- You will be redirected to the Case Statuses properties page. Click on the Open Record/Listbutton that appears on top of the properties tab.
- You will be redirected to the Case Statuses page, where the available options for the field are managed.
- Click Add Case Status to create a new option.
- To update an existing option, open a record and click Edit. You can modify the option’s label, activity status, and colour.
- Save the changes.
- You can go back to the Case record, and the updated option will appear in the Status field.
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Updated about 1 month ago
