Summary

This article provides a detailed explanation of how to use and differentiate between the 'Dropdown' and 'Restricted Dropdown' custom fields within ServiceBox. It aims to address the common confusion regarding the addition of choices in these fields, especially when setting up work orders.


Custom Fields in ServiceBox

Custom fields in ServiceBox are designed to enhance the flexibility and customization of the platform, allowing users to tailor the system to their specific business needs. These fields can be added to various entities such as services, work orders, customers, and job sites.


Dropdown Custom Fields

The 'Dropdown' custom field allows users to enter data that will be added to a dropdown list. This type of field is dynamic and grows with use. As users enter new data into the field, these entries become available as options in the dropdown for future selection.


Functionality: Any entry made into this field by any user will be automatically added to the dropdown list.

Use Case: This is suitable for scenarios where flexibility is needed, and the list of options is expected to expand over time.



Restricted Dropdown Custom Fields

The 'Restricted Dropdown' custom field, on the other hand, is more controlled. It allows administrators to set predefined options that users can select from. This field does not allow users to add new options on the fly.


Functionality: Only the options predefined by the administrator in the settings will appear in the dropdown list.

Use Case: This is ideal for situations where the options need to be consistent and controlled, such as when selecting from a list of standard responses or categories.



Setting Up Restricted Dropdown

To set up a 'Restricted Dropdown' custom field:


  • Navigate to the 'Custom Fields' settings in ServiceBox.
  • Select 'Restricted Dropdown' as the field type.
  • Enter the predefined choices that you want to appear in the dropdown list separated by coma.
  • Save the settings to apply the changes.




Adding Choices to Dropdown Fields

For a standard 'Dropdown' custom field:

  • When a user enters a new option in the dropdown field within a work order, that option is saved and added to the list of available choices for future use.


For a 'Restricted Dropdown' custom field:

  • Administrators must manually add the choices in the settings, users cannot add new options during work order creation.


Conclusion

Understanding the difference between 'Dropdown' and 'Restricted Dropdown' custom fields is crucial for effective data management in ServiceBox. The 'Dropdown' field offers flexibility, while the 'Restricted Dropdown' provides control over the options available to users.


If you have any further questions or require assistance with custom fields in ServiceBox, please do not hesitate to reach out to our support team [email protected]

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