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Create a new field that uses a dropdown

This article explains how to create a dropdown field using the In-App developer.

Written by Cristiana Ghinea

The in-app developer allows us to add a lookup to existing or new fields.

To do so:

  1. Click Admin, then Developer.

  2. Select Forms.

  3. Search for the form you want the change to take place on and identify the field.

    • If you want a new field, create it against the Entity section first.

  4. Take note of the form field once you've found it, then navigate to Admin and click Lookups, Lookups.

  5. Click New.

    • Alternatively, you can use an existing lookup if it is in the right area of the system.

  6. Fill in the required fields.

  7. For Used on Form and Applied to Field, select the form and field you identified earlier.

  8. Click Save.

  9. Against our newly created lookup, scroll down to the Lookup values header.

  10. Click the + button to add new records to the lookup.

  11. Return to the form field and click the pencil button on the right hand side to edit it.

  12. Click the magnifying glass button against the Lookup Value field and search for the lookup.

  13. Select it, then click Save.

From here, the field you've selected will allow you to use the lookup to enter data.

If you require any further assistance with this process, please please reach out to us via the Digital Assistant.

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