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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.

Written by Laura Bell

 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.

Note- -Setting up Approvals by Custom Field

If you want to use Approvals by Custom Field, the second column of your custom field import list must contain valid email addresses. Each email address in this column must belong to a designated approver, as the platform will use these to route approval requests.


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