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 any table in the data dictionary. 

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

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

1. Do one of the following:
   • Navigate to Maintenance > Work Orders if you want to add the list to a work order. 
   • Navigate to Maintenance > Projects  if you want to add the list to a project. 
   • Navigate to Assets if you want to add the list to an asset. 
2. Open a record.
3. In the Custom tab, click the Add Custom Field button:
   
4. Enter a Name and Label for the field. 
   The name is how the system refers to that field in the database, and it must start with a letter and not contain spaces. The label is how you'll see the field in the CMMS.
5. In the Type drop-down, select Link:
   
6. 4. Select the data table to link to:
   
   You can also click New to create your own custom table to link to. 
7. (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.
8. (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.
9. Click OK to create the custom drop-down list.