How to use the pick list custom field type.

Use the Pick List custom field type to create a drop-down menu from which users can select a value. The pick list type custom fields can be either single pick or multi pick. Users can choose the type based on their requirements.

Note: For privacy reasons, you must enable the custom field information you want to display on your chart.

In this example, we are going to add an Employee Type pick list custom field.

1. To access custom fields, select an organization and click on the FIELDS tab.
2. If you wish, you can click the Import Fields button to copy custom fields from a different organization that already has custom fields set up.
3. Click Add New Field 
4. 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

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

• To add the pick list field type to a person, see V7 Add the pick list field type to a person..
• To display the pick list field type on a role card, see V7 Display the pick list field type on a role card.

Related articles:

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

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