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How to add a new option to a custom field that uses a pre-defined list
How to add a new option to a custom field that uses a pre-defined list

Some custom fields use a pre-defined list (e.g. cost centres, product codes, reason for travel.) Team Admins can add options to the list.

Hayley Marsden avatar
Written by Hayley Marsden
Updated over a week ago

 1. Open Custom fields in Team Admin. 

2. According to the type of Custom Field you want to edit, choose Booking or Team Member.

If your Booking Custom Field gets its default value from a Team Member Custom Field you'll need to edit both - it doesn't matter which you do first.

3. If you don't have the original list saved, you can download it first. Click the arrow next to the Custom Field you want to edit and choose Export list.

4. Edit your exported list in a text editor like Notepad or TextEdit, or you can use spreadsheet software if you prefer.

5. When you've made your changes, click the Import list button and upload your new file.

6. If your Booking field is linked to a Team Member field, make sure to Import list for both of them so that their options match up.


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