Create a custom drop-down list on a record

Using the Link custom field type, you can add a custom drop-down list to a work order, project, or asset. The drop-down list can reference compatible tables in the data dictionary. For example, linking a custom field to the data table tblAsset gives you a drop-down list with all your assets as an option. 

You can also use this feature in combination with your own custom table in the data dictionary.

This article includes the following:

• Create a custom drop-down list
• Data tables compatible with custom fields

Create a custom drop-down list

To add a custom drop-down list to a record:

1. Open a record that belongs to the record type (work order, asset, project, or part/supply) you want to add a custom drop-down list to. 
2. In the Custom tab, click the Add Custom Field button:
   
3. (Optional) Enter a custom name and label for the field:
   
   The name is how the system refers to a field in the database, and it must start with a letter and not contain spaces. The label is what's displayed when you view the field on a record.
4. In the Type drop-down, select Link.

5. 4. Select the data table to link to. In this example, we are selecting tblAssetCategory:
   
   You can also click New to create your own custom table to link to. 

   Note

   Only some data tables are compatible with custom fields. While you can select any table to link to, linking incompatible tables results in a non-functional custom field. 

6. (Asset-only) In the Applies to this asset category drop-down list, select which category of assets this field applies to. 
   For example, to add the custom field to all assets in the Fork Lift category, select Fork Lift.
7. (Asset-only) To apply the field to sub-categories of the category you selected above, select the Also apply this field to all child categories checkbox.
8. Click OK to create the custom drop-down list. 

Data tables compatible with custom fields

The following data tables can be linked successfully with a custom field: