Dropdown Fields & Options

A Dropdown field gives a form a fixed list of choices, and each Dropdown field card carries an Options tab where you manage that list. This guide is for Administrators editing a workflow's form; it covers filling the option list with Bulk edit and renaming what requesters read. You'll need a workflow whose form already has a Dropdown field.

Who this is for: admin.

Open the Dropdown's Options tab and add its choices with Bulk edit

When a Dropdown needs more than a couple of choices, Bulk edit lets you paste the whole list at once, using the optional stored key | displayed text syntax so the value saved on the request differs from the text the requester reads. Note that Bulk edit regenerates option keys from the pasted text (duplicates get an _1/_2 suffix), so pasting over an existing list can rewrite the stored keys already in use.

1. Sign in as an Administrator.

2. Open the Dropdown field you want to edit on the form (Priority in the example screenshots).

   

3. Click Options to open the field's option editor.

   

4. Click Bulk edit to switch from adding choices one at a time to editing the whole list as text.

   

5. In Options, one per line, enter one choice per line, using stored key|displayed text when you want the saved value to differ from what requesters read — e.g., low|Low priority, medium|Medium priority, high|High priority.

   

6. Click Save to write the choices to the field.

   

Rename a choice's displayed text without changing its stored key

Use this when the wording requesters see needs to change but the value stored on past and future requests should stay put — keep the key before the pipe and edit only the text after it. Be aware that routing conditions and lookup tables compare the displayed label, not the stored key, so renaming the text silently breaks any condition or lookup row written against the old wording.

1. Click Bulk edit to edit the full list as text.

   

2. In Options, one per line, change only the displayed text after the pipe on the line you're renaming, leaving each stored key untouched — e.g., a line reading high|High priority becomes high|Urgent.

   

3. Click Save to apply the new wording.