If you create a dropdown field for a table, and this dropdown field is filled with custom options you've created, you will need to create screens to add, edit, and delete options in this dropdown field.

However, using our import tool, you can add and edit the options in your dropdown field. You will be unable to, however, delete options via the import tool. 

Before you can do this, however, you will need to know the following information:

  • the table the dropdown field is based on
  • the field of the above table which holds the options

Normally, the name of the table and the field is the name of the dropdown field itself.

Adding More Options to a Dropdown

In this example, we will add new options to the LeadSource table dropdown.

1. Click the Gear and go to Preferences.

2. Select Integrations on the left menu and then Launch Import & Export.

3. The next screen is the new Import screen. Select Classic Import Tool.

4. Select Import into a table from the clipboard.

5. Uncheck Show only common tables.

6. Pick your table from the dropdown. Again, for this example, we are using the LeadSource table.

7. Click in the text box, and paste in the dropdown table's field name at the top of the list. Below that, type in other options you wish to add to the dropdown, and press enter after each entry.

8. Select Import data....

10. Keep the defaults for the Import - Step 2: Prepare data screen, and click Import Data.

11. For Import - Step 3: Validation, click Begin Import.

12. Click Finished.

Your options will now be available the dropdown!

Editing Options in a Dropdown

In this example, we will modify the options in the LeadSource table dropdown.

1. Click the Gear and go to Preferences.

2. Select Integrations on the left menu and then Launch Import & Export.

3. The next screen is the new Import screen. Select Classic Import Tool.

4. Select Export a table to a file.

5. Uncheck Show only common tables.

6. Pick your table from the dropdown.

7. After you choose a table, all the fields within that table will be visible. You will need to make sure:

  • The RecordID field is checked.
  • Any field you wish to modify is checked.

8. Click Export to file.... This will export the data in the fields selected in the previous step.

9. Edit the downloaded .csv file

  • Edit the fields you want changed.
  • Delete entries you don't want changed (but it won't delete them from the table).
  • Never change the RecordID of any of row.
  • Select all and copy the text you changed into your clipboard.

10. Now go back to the tool and select Import into a table from the clipboard.

11. Click in the text box, and paste in the contents you edited from step 9.

11. Select Import data....

12. For Import - Step 2: Prepare data screen, check Update existing records by matching the key fields. Also make sure RecordID is checked.

13. Click Import Data.

14. For Import - Step 3: Validation, click Begin Import.

15. Click Finished.

Your options will now be updated in the dropdown!

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