The Ability to Add Options to a Dropdown Custom Field via CSV
I
Ian Moore
Currently creating a Dropdown Single custom field that requires 400 options added, only option is to manually add each option one by one. I need to create one as a Contact field and one as Opportunity field so would be very useful to have the ability to add these options via a CSV to populate all the options for that custom field
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C
ConvertNow Team
Ian it's not ideal but I did find a way to do this via the API. I had a need in my system to connect 2 record types in contacs. I needed to connect customers to leasing agents. Custom objects are not useful yet so I had to get creative.
I used an automation I built outside of HL to connect to H, get a list of every record that had type=leasing_agent then dynamicall create a new custom field and populate it with all of the agent names. I can trigger an update anytime or on a schedule.
Currently if you only need the name this is a piece of cake. I can get the list from anywhere to populate it in HL. I had a need for the ID because once it's assigned I need to pulls some additional data about the connected leasing agent so you see the name and ID in this record. Currently custom dropdown lists store the text and value you cannot override the value. I have attached a picture. Reach out to me if you need help. www.appnerds.com / kevin@appnerds.com
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M
Martin Přibyl
Yes, I also need to automatically add new options to a dropdown to make my onboarding process fully automatic.
C
ConvertNow Team
Martin Přibyl Ian it's not ideal but I did find a way to do this via the API. I had a need in my system to connect 2 record types in contacs. I needed to connect customers to leasing agents. Custom objects are not useful yet so I had to get creative.
I used an automation I built outside of HL to connect to H, get a list of every record that had type=leasing_agent then dynamicall create a new custom field and populate it with all of the agent names. I can trigger an update anytime or on a schedule.
Currently if you only need the name this is a piece of cake. I can get the list from anywhere to populate it in HL. I had a need for the ID because once it's assigned I need to pulls some additional data about the connected leasing agent so you see the name and ID in this record. Currently custom dropdown lists store the text and value you cannot override the value. I have attached a picture. Reach out to me if you need help. www.appnerds.com / kevin@appnerds.com
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