Choice lists

A choice list holds the items that single choice and multiple choice fields offer: deal stages, ticket priorities, industries. Several fields, even in different entities, can share one list, so a change to the list shows everywhere at once.

Choice lists are in Administration › Choice lists. Managing them needs the administration permission Manage choice lists.

Creating a list

New choice list asks for a name, such as Deal stages, and the first items, one per line. You can add more items later.

Items

Each item has:

• a name, which can be changed at any time; records show the new name at once;
• a colour, shown as a badge in lists and records;
• whether it is active. An inactive item stays on the records that have it, but is no longer offered for new choices. This is how you retire an item without changing old records;
• a place in the order. Drag items, or use the arrow keys, Home and End.

Mark one item with the star to make it the default: new records get it until someone chooses otherwise. A list has one default at most, and none is needed.

Items have keys too, which the REST API uses. They are made from the first name an item gets and do not change when it is renamed, so programs keep working.

Using a list

When adding a single or multiple choice field, pick the list in the field's Choice list setting. A single choice field can show the items as a drop-down, radio buttons or stages; a multiple choice field as a drop-down or checkboxes.