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Custom Field Pick List

edited Jul 3, 2024 12:29PM in SuiteProjects Pro Discussions

<p>It is now possible to create a custom field with values from existing list data within an OpenAir account such as users, customers, or projects. The benefit of this feature is that the pick list populates with current account data and thus eliminates the need for an administrator to actively manage the values list of the custom field. <br/><br/> To enable custom field pick lists, please send an email request to <a href="mailto:support@openair.com">support@openair.com</a>.   <br/><br/> <span class="subHead"><strong>How to set up and use a custom field pick list:</strong></span></p> <ol><li>Users with required role privileges navigate to Account > Company > Custom fields > Create and select a "Pick List Field." The "New Pick List custom field" form displays.</li><li>Type the Field name, select active, and type a Description.</li><li>Under Association, select the entity in which the custom field pick list will be located.</li><li>Type the Display name and a Hint.</li><li>Select the "List source" using the drop-down list provided. Complete additional information and click Save. The custom field pick list displays in the entity selected.</li></ol>

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