Updating a Dropdown field with the Import Tool

If you create a dropdown field for a table, and this dropdown field is filled with custom options you've created, you will need to create screens to add, edit, and delete options in this dropdown field.

However, using our import tool, you can add and edit the options in your dropdown field. 

Before you can do this, however, you will need to know the following information:

  • the table the dropdown field is based on
  • the field of the above table which holds the options

Normally, the name of the table and the field is the name of the dropdown field itself.

Adding More Options to a Dropdown

Please note, a new step has been added which is not shown in the video. Please follow along below.

  1. Click the Gear and go to Preferences.
  2. Select Integrations on the left menu and then Launch Import & Export.
  3. The next screen is the new Import screen. Select Classic Import Tool.
  4. Select Import into a table from the clipboard.
  5. Uncheck Show only common tables.
  6. Pick your table from the dropdown.
  7. Click in the text box, and paste in the dropdown table's field name at the top of the list.
  8. Below that, type in other options you wish to add to the dropdown, and press enter after each entry.
  9. Select Import data....
  10. Keep the defaults for the Import - Step 2: Prepare data screen, and click Import Data.
  11. For Import - Step 3: Validation, click Begin Import.
  12. Click Finished.

Your options will now be available the dropdown!

Editing Options in a Dropdown

Please note, a new step has been added which is not shown in the video. Please follow along below.

  1. Click the Gear and go to Preferences.
  2. Select Integrations on the left menu and then Launch Import & Export.
  3. The next screen is the new Import screen. Select Classic Import Tool.
  4. Select Export a table to a file.
  5. Uncheck Show only common tables.
  6. Pick your table from the dropdown
  7. Click Export to file....
  8. Edit the downloaded .csv file
    • Edit the entries you want changed
    • Delete entries you don't want changed
    • Do not change the RecordID of any of your changed entries.
    • Select all and copy the text you changed into your clipboard.
  9. Select Import into a table from the clipboard.
  10. Click in the text box, and paste in the contents you edited in Step 7.
  11. Select Import data....
  12. For Import - Step 2: Prepare data screen, check Update existing records by matching the key fields.
  13. Click Import Data.
  14. For Import - Step 3: Validation, click Begin Import.
  15. Click Finished.

Your options will now be updated the dropdown!

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