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


      • 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

        • Recent Topics

        • Store reviews module just got smarter in Zoho Apptics

          Hello, Apptics community! Every app deserves better visibility in the marketplace, and reviews play a crucial role in improving your app's App Store Optimization (ASO), rankings, and credibility across stores. That's why we've rolled out a set of enhancements
        • Try CRM for everyone button in the way of workflow

          Please consider using the bottom bar for offers. Using the top bar for offers like "Try CRM for everyone" really gets in the way of my day to day workflow.
        • Include EVERYTHING in Language Files

          Hey, we are building out a system, that needs to be translated. The language files lack a few things though. 1. Blueprint names 2. Canvas View elements like tab names Please include everything into these files, otherwise it's not really a multi language
        • A way to create kits (groups of items) that do not require bundling and are added to an order as the individual items

          We are evaluating moving off of Sage BusinessWorks (which handles accounting, order entry, inventory control, accounts receivable, etc) to Zoho Books/Inventory. One of the things we heavily use is a feature called Kits, which allows creating a group of
        • Allocating Salesman To Customer

          Hello, please add a feature to allocate a salesman to a particular business customer/account. Regards
        • Shipment

          I have 70 shipments Out of which 40 delivery date are updated( since it is live tracked) 30 numbers i need to update manually. How to do it in bulk?
        • arabic not printing

          Qatar has a legal requirement to have invoices in English and Arabic. When writing invoice fields in Arabic, they don't print. Why?
        • How to show Order Number/SO Ref on Invoice emails

          When creating a sales order or invoice we have an option to input an order number or ref# (see attached images). For the Sales Order email template we can add a placeholder for the SO_REF. However, for the Invoice email template there's no option to reference
        • Specify in-line image size in question

          I have an image inserted into a file upload type question. I can click and drag the corner of the image to make it larger or smaller, but I would like to manually input the dimensions I need. No matter what size I make the image in photoshop before uploading
        • Can you limit who creates tags?

          Hi there, I'd like to find out if it's possible to limit which Agents create tags on Zoho desk. Thank you. 
        • Auto CC - Moving Departments

          We have Auto CC e-mail replies to your support mailbox enabled. We have two departments: Helpdesk (helpdesk@domain.com) Delivery (delivery@domain.com) If we create a Helpdesk ticket, and reply, replies are CC'd to helpdesk@domain.com (OK) We then move
        • Sudden Layout Issue After Last CSS Update for ZML (Temporary Fix Inside)

          Hi, Our clients have noticed today that every section laid out with ZML suddenly shows an unwanted top padding/blank space that interrupts the user screens. It appears that Zoho has changed the default CSS for the .zcp-col.zcp-panel-rowtype-auto element.
        • Customer paid excess. How do I record payment?

          A customer has paid me Rs. 7150 which is in excess. The amount due is Rs. 5388 I owe them Rs. 1762 back which I will be transferring to their account tomorrow. How do I get this entered into Zoho Books? I'm a little lost. :) Rishi
        • Search Bar Improvement for Zoho Commerce

          Hey everyone, I've been using Zoho Commerce for a bit now, and I think the search bar could really use an upgrade. Right now, it doesn't show products in a dropdown as you type, which would make finding items a lot faster. On Shopify, for example, you
        • Tabular View Report | Scale To Fit Screen

          Please add the option to scale Tabular View reports to fit the screen. I constantly have to adjust the column size of Tabular View reports to fit various screen sizes and it just looks messy. You can see in the screenshot below there is a blank gap after
        • Why Server error in creatiing Landing Pages

          Hi Zoho Team, pls see my screenshot and tell me, what's wrong. Thx
        • Tip 31: How to make a field in a Zoho Creator form mandatory based on criteria

          Hi folks,   I'm sure most of you are familiar with the Mandatory property available in our form builder. It enables you to ensure that your users enter an input in a required field. If they don't enter an input in that field, they'll be unable to submit
        • Bulk update account type when adding a bill

          Hi I've only been using Zoho Books for a short while but I'm impressed so far, keep up the great work. One minor issue I'm coming up against is when creating a new bill from a scanned document (supplier invoice). In some cases, the supplier invoice could
        • How to start fresh after many years of using Zoho Books without deleting everything and creating a new organisation?

          Hi, I have used Books since 2016, but never reconciled with my bank account. I was thinking of trying to go back and fix that, but I don't just don't have the time it would take. Instead, I'd like back up my old records and start anew. What is the best
        • How do I modify the the incoming/current call popup? I can modify other call pages but not that one.

          I want to modify the incoming and active call popup on the crm to include customer relevant information, such as purchase history or length of relationship. Under modules and fields, I don't seem to see active call as a choice to modify, only the main
        • Canvas: Add Sections to Detail View

          Currently it is only possible to add fields to a canvas detail view. This makes Canvas hard to maintain, because everytime we add a field to our system, someone needs to go into the canvas view and add it there as well. This leads to additional work and
        • Automation#32:Auto Add New Portal Users to the Help Center User Groups

          Hello Everyone, Introducing a custom function that automates the process of adding new portal users to Help Center user groups, making user management effortless! By default, Zoho Desk allows you to assign new portal users to groups manually. But with
        • Cannot delete old accounts

          Hello, I try to delete old accounts from CRM, but it won't permit, saying documents are still linked to them. I searched in CRM and BOOKS, found some documents and deleted them, but still CRM won't delete them. Any idea how to do that ? I have a lot of
        • Offline mode on Android TV app?

          Hello! Is there a way to use Zoho Show offline in the Android TV app? I have an Android TV based projector, and I travel with it, and don't want to have to rely on a steady internet connection when giving a presentation.
        • Choice-based Field Rules on Global Lists

          Hi, The new Choice-based Field Rules should also be able to work with Global Lists not just local lists. Thanks Dan
        • Tip #36- How to use Survey in Zoho Assist to capture valuable feedback from remote sessions- 'Insider Insights'

          How to use Survey in Zoho Assist to capture valuable feedback from remote sessions The survey feature allows technicians and customers to share their valuable feedback, contributing to the improvement of remote service quality. After the completion of
        • Narrative 3 - Comprehending User Management

          Behind the scenes of a successful ticketing system - BTS Series Narrative 3 - Comprehending User Management User management in a ticketing system includes important aspects of how administrators oversee user access, roles, and permissions. This process
        • Product Details's Description is lost

          Hi CRM lost its description in Product details subform. Can you make some test before deploy any update?
        • Sent items with shared folders

          Hello, this is in some way in between a problem and an idea.  When sharing folders (which is actually not any close to a shared mailbox...) the person which the folder has been shared with can access that folder and can send emails when delegation is
        • Zoho Bookings Issues We are facing

          Hi team, Here are list of issues we are facing with Zoho Bookings when migrating from other platforms. Sorry there is a lot but the bookings app need to be functional and practical for people to actually use it and not-cause MORE problems by being so basic and not customisable to each business.  1: SMS reminders for staff  There should be time limits on these reminders to make them useful. EG. if a new booking comes in more than 4 hours from now we don't really need to get a reminder, however if
        • Booking outside of scheduled availability

          Is there a way for staff (such as the secretary) to book appointments outside of the scheduled availability? Right now to do this special hours must be set each time. There should be a quicker way. Am I missing something?
        • Run workflow on data import in Creator 6

          How to run a workflow on data import in Creator 6?
        • Multi Day booking for resources

          I have following business-case: Rental for Tablets. Customer should be able to select how many device for how many days he'd like to rent. Same as a car rental for multiple days. Is this possible with Bookings on the current version?
        • Add Usage & Voting Analytics for Knowledge Base Articles in Zoho SalesIQ

          Dear Zoho SalesIQ Team, We appreciate the current integration between Zoho Desk and Zoho SalesIQ that allows knowledge base articles to be synced and displayed to users directly within the SalesIQ chat interface. One valuable feature already available
        • Real-Time Alert or Status Indicator for WhatsApp Connection Issues in SalesIQ

          Hi Zoho Team, We’d like to request a feature enhancement in Zoho SalesIQ related to WhatsApp integration stability and visibility. Recently, we encountered a critical issue where our WhatsApp bot stopped responding to messages without any warning or alert
        • Customization of Chat Transcript Emails in Zoho SalesIQ

          Hi Zoho SalesIQ Team, I hope you're doing well. We would like to request the ability to customize the email template that is sent to clients when they request a chat transcript from SalesIQ. Currently, when a client clicks the button to receive their
        • Import from Linkedin

          Please provide a way to enable importing contact information for Contacts and Companies from Linkedin? Thanks
        • The ability to format text fields, ie when data is number or currency

          Hello, I have spent some time trying to determine how to accomplish this but it appears to be impossible. I want to merge a currency field from CRM into a PDF document. The CRM data shows $1,234, but when zSign gets the data it shows 1234 in the text
        • Tip of the Week #64– Customize your sidebar for a more focused workflow.

          When your shared spaces start filling up with too many views, it gets a little harder to zoom in on what really matters. You find yourself scrolling more than working, and the things that need your attention? They’re often buried down below. Custom sidebar
        • Zoho Social - Queries about GST invoices and subscription

          Hi, I am going to purchase the Zoho Social tool with a yearly subscription. So, can you please help me with my below queries: 1. How I get the monthly GST Invoices? 2. What is the process of subscription? 2. How to cancel a subscription?
        • Next Page