Create Select custom field options

This feature is currently in beta

In this article, you will learn how to create Select custom field options.

There are two methods available for generating options for a select custom field. The first option involves manually creating a list of options by adding them individually. Alternatively, you can streamline the process by uploading a CSV file that contains multiple options simultaneously.

Manual creation of Select Options

1. Click the “Create new option” button
2. Type the selected option name and click “Save”

You have the flexibility to modify the name or archive any option as needed.

Creation of Select Options through CSV

1. Create a CSV file with the selected option names in a single column. The first row of the CSV should be the header with the text "name".
2. Go to your Account settings and open Custom fields under the Cost Management section
3. Click Edit on the select custom field
4. Under Field options, click the Import options from CSV button
5. Drag and drop or select the CSV file you have created in the first step
6. Click Import options

Example of a CSV file upload for Team member fields using a select option

Below is an example of adding a Custom Field with values related to an employee's department. The column title "name" must be used, do not edit this.

This information will be displayed in the user's profile.

Example of a CSV upload for Booking fields using a select option

Below is an example of adding a Custom Field with values related to travel reasons. The column title "name" must be used, do not edit this.

This information will be displayed on the Trip booking.