Add the pick list field type to a person or role.

In this example, we are going to add the Employee Type pick list custom field from within the role card.

1. Open the org chart.
2. Hover your mouse over the role card where you wish to add a pick list.
3. Click the Edit Role icon
4. In the Update Role screen, click Add More Fields. the users can choose to create a role based or a person based field, based on the their requirements.
5. Update fields in the pop-up window as follows:
   • In the Field Type, click on Pick List.
   • Under Pick list type, choose either Single Pick or Multiple Pick, based on the requirements (we will choose single pick for this example)
   • Under Pick list Choices, type the choices for the picklist and click on the green tick (or press Enter) to add it to the list of Possible selections
   • Choose if any outside values from the list should be blocked by clicking on the checkbox provided.
   • In the Field Label field, type the field name (for this example, we will keep it as "Employee Type").
   • Choose if the field applies to Person or Role.
   • Choose if this field needs to be a Private field. Please note that private fields are only accessible by organization administrators and account owners. They will be hidden when shared with less privileged users.
   • Click Add Field

• The list of possible selections will appear when the user wants to edit this field in the role card. 

Related articles:

• Add custom fields.
• Create public and private custom fields.
• How to use the pick list custom field type.
• Display the pick list field type on a role card.

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