Custom Dropdowns

Custom dropdowns add reusable, structured choices to request forms, such as a department, region, or work category.

Create a Dropdown

You need manage_workspace_settings to manage dropdowns.

1. Open Custom Dropdowns in the team workspace.
2. Choose Create Dropdown.
3. Enter an internal name containing only lowercase letters, numbers, and underscores, such as content_type.
4. Enter the label shown to users and an optional description.
5. Add at least one option. Set a default value, required flag, and sort order if needed.
6. Save.

Use a distinct internal name for each dropdown. The label can be more readable than the internal name.

Show Dropdowns on Requests

Enable custom dropdowns in the workspace's Requests module settings. Active dropdown definitions are available on supported request forms when that setting is enabled.

Preview a request form after adding or changing a dropdown. Check required fields, defaults, and options before asking clients or teammates to use it. Request details may also use the custom dropdown configured in Requests module settings.

Manage Dropdowns

Edit the label, description, options, required setting, and default value from the dropdown's edit page. Toggle a dropdown inactive to remove it from active choices, or delete an unused definition. The list displays the configured sort order.

Avoid renaming internal names or removing options without checking requests that already store those values.

Troubleshooting

• Field missing: Check the Requests module's custom-dropdown setting and the dropdown's active state.
• Wrong choices: Review its options and default, then reload the request form.
• Cannot save: Use a unique internal name in the required format and provide at least one option.