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.

  1. Go to the record page you want to modify, click the three-dots menu, and select Configure Record.
  2. In the manage record page, open the Fields tab.
  3. Find the field with the Select type. In this example, we will update the Status field.
  4. In the Uses Record/List field, click the icon on the right to open the linked list.
  5. You will be redirected to the Case Statuses properties page. Click on the Open Record/Listbutton that appears on top of the properties tab.
  6. You will be redirected to the Case Statuses page, where the available options for the field are managed.
  7. Click Add Case Status to create a new option.
  8. To update an existing option, open a record and click Edit. You can modify the option’s label, activity status, and colour.
  9. Save the changes.
  10. You can go back to the Case record, and the updated option will appear in the Status field.

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