A Single-Select Custom Field allows you to create a field with a drop-down list of selections of which only one field value may be chosen at a time.
To create a Single-Select Custom Field:
- Go to Settings > Prospect Settings > Prospect Fields.
- Click Add New Custom Field.
- In the Add Custom Field dialog box, provide the following information:
- Name: Enter the name for the Custom Field that you're creating.
- Type: Use the drop-down menu to set the field type to Single-Select.
- Click Save.
- Under Add/Edit Custom Fields, use the drop-down menu to select the Custom Field you just created.
- In the Edit Custom Field dialog box, follow the steps below to add as many Single-Select field selections as you would like:
- Click Add Selection to add a Selection to your Single-Select Custom Field.
- In the Add selection dialog box, enter the exact text value for your Selection.
- Click Save.
- Repeat steps a - c to configure additional Selections as needed.
- To change the order of how your Selections will appear in the field, use the Arrow icons to the right of each Selection's name.
- To edit a Selection, click the Edit icon to the right of the Selection's name.
- To delete a Selection, click the Delete icon to the right of the Selection's name.
Note - Deleting a selection may negatively affect the performance of forms and other assets that utilize this field. Please delete with caution.
- Click Add Selection to add a Selection to your Single-Select Custom Field.
- When finished, click Save to retain your settings.