How to update dropdown options for dropdown-type fields

As your workflow evolves, you may need to update your dropdown-type fields by adding, editing, or removing dropdown options. Here's everything you need to know.

Who can update dropdown options for global fields?

• Admins at the Account Level (see Account Level Permissions). Global fields will be available to all users.

Who can update dropdown options for list-specific fields?

• List Admins and the List Owner for each given list (see List Level Permissions). List-specific fields are only available to those with access to that specific list.

How to update dropdown options

1. Click the dropdown arrow next to the column you wish to update, then click Edit [column name].
   
   
   
2. To add a new dropdown option: Click on + Create a new value.
   
   
   
3. To edit an existing dropdown option: Click on the dropdown option you wish to edit/rename.
   
   
   
4. To remove an existing dropdown option: Click on the Trash icon beside the dropdown option you wish to remove.
   
   
   
5. To merge two existing dropdown options: Rename one of the dropdown options to the same name as the other. By doing so, we’ll auto-update all cells including the previous dropdown option.
   
   
   
6. Click Save.