Tip#67: 3 easy ways to add drop-down options

Tip#67: 3 easy ways to add drop-down options



Adding drop-down fields to a form makes it easier to select a value from a predefined list of values. There are 3 easy ways to add the drop-down options to fields.
 
To add a drop-down field to a form, navigate to  and select   Orchestration   from the menu. Choose the Orchestration in which you would like to add the dropdown field. You'll land in Step 1: Create Form. Drag and drop the Drop-down field from the New Fields tray onto the right panel.
 
You'll now be in Drop-down Properties pop-up. Scroll down and click  +Add multiple options to view the below options:
  • Quick options
  • Import from file
  • Add manually

Quick options 

There are a certain set of default dropdown options available in Qntrl. Using these default choices like Days, Months, Time zone, States (US), Continents, and Countries, you can quickly add the required options to the dropdown fields.
 
For instance, if you would like to add drop-down options as Countries, click +Add Multiple options and choose Countries, under Quick options. Select the Countries that need to be listed and click Add options.

All the countries selected by the user will be added to the drop-down list. After adding the default options, you can also add more options manually if required by clicking the + icon under Options in the Drop-down Properties pop-up.


Import from file 

You can also import a .txt or .csv file to populate the drop-down list.The options must be typed line by line, and the file must be less than 2 MB in size.
 
For example, you have maintained a list of local hub offices  of your organization in a file and you would like them to be added as drop-down options in a form. You can simply import the file containing the list and update the drop-down.



Note: You can add up to 500 options in the drop-down. To add more than 500 options, please drop an email to support@qntrl.com

Add manually  

With this option, you can write all the options at once instead of adding them one by one.
 
List down all the options to be added in drop-down one by one and click Add options and they will be added to the drop-down.
 
For instance, if you have more number of drop-down options to be added to the field, clicking the green tick after adding each option will be time-consuming. In such cases, you can write the options one by one and add them all at once.



Know more about drop-down fields from this help document.
 
We hope this update is helpful to you. If you have any questions or suggestions, please leave a comment below or email us at support@qntrl.com.

 

                          Help resources:   Qntrl KB |   Tutorials |   Short Help Videos |   How-to videos

    Access your files securely from anywhere







                        Zoho Developer Community






                                              • Desk Community Learning Series


                                              • Digest


                                              • Functions


                                              • Meetups


                                              • Kbase


                                              • Resources


                                              • Glossary


                                              • Desk Marketplace


                                              • MVP Corner


                                              • Word of the Day


                                              • Ask the Experts



                                                        • Sticky Posts

                                                        • Tip #21: Increase user engagement using dynamic email content and attachments in Orchestly

                                                          Businesses often send out bulk emails like weekly newsletters, monthly event updates, promotional emails, surveys, beta access emails, product reviews, seasonal greetings, and so on. Even as the gist of these emails remain constant for all recipients, personalizations capture the audience’s attention and help brands connect with them.   Orchestly’s email templates allows you to draft and send dynamic emails with personalized content and attachments to internal and external users. Email templates
                                                        • Qntrl's 2023 year in review

                                                          This year has been all about analyzing our customer feedback and building a resilient and solution-driven product from it. As a result of this work, we're happy to announce that a whole new version of Qntrl is getting ready for release soon. This new
                                                        • Tip #61: 5 different ways to create Cards in Qntrl

                                                          Qntrl supports an array of features that covers everything required for business orchestration, from process automation to business advancement. Cards, being the elemental feature of Qntrl, record all the details of a particular task from the beginning
                                                        • Tip #17: Stay informed of significant business impact using Orchestly

                                                          With remote working becoming the new norm, leaders across sectors need to stay updated of their business performance in the market to aid business decisions. Instead of awaiting virtual meetings from sales and finance heads to put forth the business status, organization leaders can themselves dig into the system to keep an eye on their revenue generating customers or set up notifications to monitor major updates.   Orchestly recognizes such requirements and provides adaptable solutions for all business
                                                        • Onboard faster with Orchestly's Tutorials

                                                          We are actively rolling out new learning materials to assist our customers onboard at ease and automate their processes effortlessly. On that front, we recently launched Tutorials for Orchestly.   Tutorial is a step-by-step guide to help users familiarize the concepts of Orchestly and automate simple processes right from scratch. We’ve documented 3 such business processes viz. Order Manufacturing, Product Implementation, and Change Management.   We're looking forward to document more customer-centric


                                                        Manage your brands on social media



                                                              Zoho TeamInbox Resources



                                                                  Zoho CRM Plus Resources

                                                                    Zoho Books Resources


                                                                      Zoho Subscriptions Resources

                                                                        Zoho Projects Resources


                                                                          Zoho Sprints Resources


                                                                            Qntrl Resources


                                                                              Zoho Creator Resources



                                                                                  Zoho CRM Resources

                                                                                  • CRM Community Learning Series

                                                                                    CRM Community Learning Series


                                                                                  • Kaizen

                                                                                    Kaizen

                                                                                  • Functions

                                                                                    Functions

                                                                                  • Meetups

                                                                                    Meetups

                                                                                  • Kbase

                                                                                    Kbase

                                                                                  • Resources

                                                                                    Resources

                                                                                  • Digest

                                                                                    Digest

                                                                                  • CRM Marketplace

                                                                                    CRM Marketplace

                                                                                  • MVP Corner

                                                                                    MVP Corner







                                                                                      Design. Discuss. Deliver.

                                                                                      Create visually engaging stories with Zoho Show.

                                                                                      Get Started Now


                                                                                        Zoho Show Resources


                                                                                          Zoho Writer Writer

                                                                                          Get Started. Write Away!

                                                                                          Writer is a powerful online word processor, designed for collaborative work.

                                                                                            Zoho CRM コンテンツ





                                                                                              Nederlandse Hulpbronnen


                                                                                                  ご検討中の方




                                                                                                        • Recent Topics

                                                                                                        • Zoho Notebook Sync problem

                                                                                                          I'm facing a problem with syncing of notebook on android app. It's not syncing. Sometimes it syncs after a day or two.  I created some notes on web notebook but it's not syncing on mobile app. Please help!!!!
                                                                                                        • Apply Vendor Credits Automatically

                                                                                                          We are bulk importing Vendor credits in Zoho Books!!! Is there a way to apply vendor credits automatically to the first UNPAID bill of the Vendor?
                                                                                                        • Cant Save Gauge on Creator Page

                                                                                                          How to Save Gauge on Creator Page see movie https://vimeo.com/1116410860?share=copy#t=0
                                                                                                        • Apply Advance option not shown in report

                                                                                                          We are facing an issue in Zoho Expenses. While approving an Expense Report, the "Apply Advance" option is not appearing under the three dots (More Options). Details: Module: Expense Reports Issue: "Apply Advance" option not visible Status of Report: Awaiting
                                                                                                        • Auto Capitalize First Letter of Words

                                                                                                          Hi I am completely new to ZOHO and am trying to build a database. How can i make it when a address is entered into a form field like this: main st it automatically changes is to show: Main St Thank You
                                                                                                        • Follow-up emails via Workflow Automation not staying in the same thread

                                                                                                          Dear Zoho Support Team, I am currently using Workflow Automation in Zoho Campaigns to send follow-up emails. In my test case, I noticed the following behavior: All emails in the automation have the same subject line. If the follow-up email is sent within
                                                                                                        • Client Script refuses to set an initial value in Subform field

                                                                                                          I tried a very simple, 1 line client script to set a default value in a custom subform field when the "Add Row" button is clicked and the user is entering data. It does not work - can someone tell me why? ZDK documentation suggests this should be doable.
                                                                                                        • Emails Are Not Being Delivered to My Inbox

                                                                                                          Hello Zoho Support Team, I am experiencing an issue with my Zoho Mail account. The most important problem is that emails are not being delivered to my inbox. Details: My Zoho Mail address: info@coreforcelife.com What happens: I am not receiving any incoming
                                                                                                        • Help Center IFrame Issue

                                                                                                          I have had a working Help Center on my website using an iframe for a while. But now for some reason the sign in page gets a refused to connect error. Can someone please help. If I go to the url manually it works correclty
                                                                                                        • Staff rules

                                                                                                          Hi! Do you people know what are the default staff rules when a new booking is created? We have two staff members in my team (me as the admin, and my employee). As we share the same services, I'm wondering how Zoho will pick the staff for new apointments.
                                                                                                        • Comment Templates

                                                                                                          Is it possible to add a template option for comments? We have some agents in the process who's responses require a pre-formatted layout. It would be incredibly handy to have a template for them where they can insert the template and then add their responses
                                                                                                        • [ZohoDesk] Improve Status View with a new editeble kanban view

                                                                                                          A kanban view with more information about the ticket and the contact who created the ticket would be valueble. I would like to edit the fields with the ones i like to see at one glance. Like in CRM where you can edit the canvas view, i would like to edit
                                                                                                        • Adding Markdown text using Zoho Desk API into the Knowledge Base

                                                                                                          Hi Zoho Community members, We currently maintain the documentation of out company in its website. This documentation is written in markdown text format and we would like to add it in Zoho Knowledge Base. Do you know if there is REST API functionality
                                                                                                        • An Exclusive Session for Zoho Desk Users: AI in Zoho Desk

                                                                                                          A Zoho Community Learning Initiative Hello everyone! This is an announcement for Zoho Desk users and anyone exploring Zoho Desk. With every nook and corner buzzing, "AI's here, AI's there," it's the right time for us to take a closer look at how the AI
                                                                                                        • Shared values: From classroom lessons to teaching moments in customer service

                                                                                                          While the world observes Teachers’ Day on October 5, in India, we celebrate a month earlier, on September 5, to mark the birth anniversary of Dr. Sarvepalli Radhakrishnan, a great teacher, renowned scholar, educationist, and advocate for empowerment.
                                                                                                        • Create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM

                                                                                                          How to create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM? I was able to do a view in CRM based on customer that registered to an event, but I don't seems to be able to include the filter
                                                                                                        • Zoho Desk blank page

                                                                                                          1. Click Access zoho desk on https://www.zoho.com/desk/ 2. It redirects to https://desk.zoho.com/agent?action=CreatePortal and the page is blank. Edge browser Version 131.0.2903.112 (Official build) (arm64) on MacOS
                                                                                                        • I hate the new user UI with the bar on the left

                                                                                                          How can I reverse this?
                                                                                                        • Question regarding import of previous deals...

                                                                                                          Good afternoon, I'm working on importing some older deal records from an external sheet into the CRM; however, when I manually click "Add New Deal" and enter the pertinent information, the deal isn't appearing when I look at the "Deals" bar on the account's
                                                                                                        • Client Script also planned for Zoho Desk?

                                                                                                          Hello there, I modified something in Zoho CRM the other day and was amazed at the possibilities offered by the "Client Script" feature in conjunction with the ZDK. You can lock any fields on the screen, edit them, you can react to various events (field
                                                                                                        • One person/cell phone to manage multiple accounts

                                                                                                          Hi. I have a personal Free account to keep my own domain/emails. Now I need to create a Business account to my company's own domain, but I have only one mobile phone number I use to everything. How do I do to manage this? Can I manage a Free domain and
                                                                                                        • Tracking KPIs, Goals etc in People

                                                                                                          How are Zoho People users tracking employee targets in People? For example, my marketing assistant has a target of "Collect 10 new customer testimonials every month". I want to record attainment for this target on a monthly basis, then add it to their
                                                                                                        • Zoho Desk: Ticket Owner Agents vs Teams

                                                                                                          Hi Zoho, We would like to explore the possibility of hiding the ‘Agents’ section within the Ticket Owner dropdown, so that we can fully utilise the ‘Teams’ dropdown when assigning tickets. This request comes from the fact that only certain agents and
                                                                                                        • Can not Use Attachment Button on Android Widget

                                                                                                          this always pops up when I touch the attach button on android widget. going to settings, there is no storage permission to be enabled. if I open the app, and access the attach feature there, I can access my storage and upload normally.
                                                                                                        • Announcing new features in Trident for Mac (1.24.0)

                                                                                                          Hello everyone! Trident for macOS (v.1.24.0) is here with interesting features and thoughtful enhancements to redefine the way you plan and manage your calendar events. Here's a quick look at what's new. Create calendar events from emails. In addition
                                                                                                        • Vendor Master Enhancements for Faster Purchase Entry

                                                                                                          I’d like to suggest a few features that will improve accuracy and speed during purchase voucher entry: Automated Item Tax Preference in Vendor Master Add an option to define item tax preference in the vendor master. Once set, this preference should automatically
                                                                                                        • Mass Mail Statistics - Number of unsent emails

                                                                                                          How do I find out which emails were not sent?
                                                                                                        • Est-il possible d'annuler l'envoi d'un mail automatique ?

                                                                                                          Bonjour, Lorsque je refuse un candidat, il reçois un mail dans les 24h pour l'informer que sa candidature n'est pas retenue. J'ai rejeté un candidat par erreur. Savez-vous s'il possible d'annuler l'envoi de ce mail ? Merci d'avance pour votre aide.
                                                                                                        • embed a form in an email

                                                                                                          Hello, how to embed a form in an email that populates Zoho CRM cases? I would like to send emails to a selected audience offering something. In the same email the recipients - if interested - instead of replying to can fill in a Zoho CRM form that creates
                                                                                                        • Zoho Bookings - Reserve with Google

                                                                                                          Does Zoho Bookings plan to to integrate with Reserve with Google?
                                                                                                        • How to add Zoho demo site page designs to my Zoho Sites website

                                                                                                          Hi, I would like to add the design from the following demo URLs into my current Zoho website. I have already created two new pages on my site, named “Menu2” and “Menu3.” For the “Menu2” page, I want to use the design from this demo: https://naturestjuice-demo.zohosites.com/menu
                                                                                                        • Digest Août - Un résumé de ce qui s'est passé le mois dernier sur Community

                                                                                                          Bonjour chère communauté ! Voici le résumé tant attendu de tout ce qui a marqué Zoho le mois dernier : contenus utiles, échanges inspirants et moments forts. 🎉 Découvrez Zoho Backstage 3.0 : une version repensée pour offrir encore plus de flexibilité,
                                                                                                        • Global Sets for Multi-Select pick lists

                                                                                                          When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.
                                                                                                        • Text snippet

                                                                                                          There is a nice feature in Zoho Desk called Text Snippet. It allows you to insert a bit of text anywhere in a reply that you are typing. That would be nice to have that option in Zoho CRM as well when we compose an email. Moderation Update: We agree that
                                                                                                        • Kaizen #206 - Answering your Questions | Displaying Related Purchase Orders from Zoho Books in CRM Deals using Queries

                                                                                                          Hello everyone! We're back with another post in the Kaizen series. We're grateful for the feedback we received from all of you! One of the questions we received was "I would like to see the list of Purchase Orders in Zoho Books for a Deal in CRM." We
                                                                                                        • Add Analytics function for Title case (capitalising each word in a string)

                                                                                                          At present, you can only capitalise each word in a string in Analytics during data import. It would be really useful to be able to do this with a formula column, but there is no Title Case function.
                                                                                                        • How to conditionally embed an own internal widget with parameters in an html snippet?

                                                                                                          Hello everyone, I'm trying to create a dynamic view in a page using an HTML snippet. The goal is to display different content based on a URL parameter (input.step). I have successfully managed to conditionally display different forms using the following
                                                                                                        • Where can I find rejected inbound mails and their reason for rejection

                                                                                                          Hi, I was recently made aware by a mailing list which I am subscribed to (ffmpeg-devel@ffmpeg.org) that my Zoho mail Mail account is rejecting some emails. If I look under Admin Panel > Security & Compliance > Quarantine > Incoming, the list there is
                                                                                                        • Sync more than one Workdrive

                                                                                                          Hello Please I'm facing some difficulties since some days. In my company we have many zoho accounts in different organisations. And I have to find a way to sync all these Workdrives. I spend many hours to search it on zoho Workdrive but no solution. Could someone help me ? Any idea how I can achieve it ? Thanks in advance. Regards
                                                                                                        • Zoho writer unable to merge documents to PDF with basic fonts in Hebrew or fonts from my computer

                                                                                                          I created several forms that will be merged into PDF files through Zoho Writer and I am unable to receive the PDF in the basic fonts of the Hebrew language or in the fonts I have on my computer. The writer exports to PDF an exchange font that looks very
                                                                                                        • Next Page