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Update Drop-down Lists

About Select "Drop-down" Fields​

Select Fields allow choices from predefined lists – like picking an Event Type from a drop-down ...

Select Options

... or choosing a name from a list of Patrol team members.

Select Options

Pros & Cons of Select Fields
  • Pro: Selecting options is more accurate than typing text
  • Pro: Selecting from a list can also be faster that typing
  • Pro: The acccuracy of Select Fields makes Reporting more reliable
  • Con: You'll need to maintain the accuracy of your lists – as explained in Updating a Drop-down List of Options

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Adding a "Select" Field to a Form​

  1. Open your Form → and click Add Field

    Select Options

  2. Pick Select → from the Field Type drop-down

    Select Options

  3. Enter a Field Name → ex. Performed by

  4. Tap the + Add option → and enter your options → ex. Erik, Astrid, Pryia, etc.

    • Tip: Press Enter/Return to add an option and move to the next field

  5. Click Save Changes

    • Tip: The - icon to the right of each option will change to a Trash can after you save

    Select Options

About Bulk Adds

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Updating a Drop-down List of Options​

To update a Select Field's options → ex. Names:

  1. Click Forms from the Navigation panel

  2. Open your target Form → ex. Patrol

    Select Options

  3. Click the editing Pencil in the corner of any "Select" Field → ex. Performed By

    Select Options

  4. See:

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Adding options to a drop-down list​

To add names (or options) to a drop-down selection list:

  1. Tap the + icon

  2. Enter a new name → ex. Sean

  3. Press Enter → or click the + icon to add more items to the list

    Select Options

  4. Select Save Changes

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Correcting spelling mistakes​

  1. Click any of the Options in your list

  2. Fix the spelling → ex. Dimas to Dimitri

    Select Options

    • Note: Blank fields, as seen above, will be ignored

  3. Select Save Changes

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Color coding options, lists & widgets​

When you apply colors to a Select list, you’ll see the corresponding colors pop up in your Dashboard widgets. The colors can help you spot things a bit more quickly!

Select Options

Pick your colors from the color palette.

Select Options

To add a splash of color:

  1. Click the grey circle → and pick a color

    Select Options

  2. Select Save Changes

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Alphabetizing a drop-down list​

To add a splash of color:

  1. Click the A-Z button

    Select Options

  2. Select Save Changes

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Reordering a list​

In this example, say Sean is a team leader and will be selected the most often To reorder a list → ex. to display in alphabetical order:

  1. Click and drag the Hamburger icons up or down

Select Options

  1. Select Save Changes

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Deleting drop-down list items​

To delete, and later restore, an option:

  1. Click the - Delete icon to the right of any items you wish to remove → ex. Carlos

    • If you delete an option by mistake, simply add it back in again!

    Select Options

  2. Select Save Changes

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"Bulk" Adding a List of Options​

To add a longer list of "Select" Field options:

  1. Pick Select → for the Fild Type

  2. Enter a Field Name → ex. Department

  3. Click Bulk add

  4. Paste your list of options inside the entry box

  5. Select Add Options

    Select Options

  6. Voila! Click your lists → and cick Save Changes! (Don't forget!)

    Select Options

Fix things normally. See:

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"Bulk" update a sizable list of changes​

If you have a longer list of updates, use the Bulk editing tool once again.

bulk editing tips
  • Duplicates will be eliminated automatically

To update longer list of "Select" options

  1. Click Forms from the Navigation panel

  2. Open your target Form → ex. Event

  3. Click the editing Pencil in the corner of any "Select" Field → ex. Department

    Select Options

  4. Click Bulk add

  5. Paste your updated list of options inside the entry box

  6. Select Add Options

    Select Options

  7. Alphabetize the new list if necessary → by clicking A-Z

  8. Cick Save Changes! (Don't forget!)

    Select Options

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Deleting a Select Field From a Form​

To delete a Select Field altogether:

  1. Click Forms from the Navigation panel

  2. Open your target Form → ex. a Patrol Form

    Select Options

  3. Click the Trash icon

    Select Options

  4. Select Delete to confirm your decision

    Select Options

  5. You must click Save Changes to finalize the deletion!

    • If you change your mind, click Discard Changes

    Select Options

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Additional Help​

Related How-to Guides

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